Not Time for Us to Be Bullish in EM, Says Amundi's Syzdykov

The video discusses the Federal Reserve's focus on the US economy, ignoring global risks, and the impact of dollar liquidity issues on emerging markets. It highlights concerns about deglobalization and trade wars affecting emerging markets' growth and investment potential. The video also explores current investment opportunities in emerging markets, emphasizing cautious approaches and potential in hard currency bonds and oil-linked credits.

What is Jay Powell's primary focus according to the discussion?

• Comments from Donald Trump

• International economic concerns

• U.S. economic conditions

• Indonesian market trends

How do rising global funding rates affect emerging markets?

• They reduce pressure on emerging markets

• They stabilize the global economy

• They increase investment opportunities

• They put financial pressure on emerging markets

What is one of the biggest unknowns affecting global trade?

• Increased wealth transfer to developed countries

• Stable economic policies

• Deglobalization and trade wars

• Continuous globalization

What type of investment is considered more defensive in emerging markets?

• Real estate

• Hard currency bonds

• Currencies

• Equities

Which sector is seen as strong and offers potential investment opportunities?

• Healthcare

• Technology

• Retail

• Energy