Emerging Markets Can Weather China-U.S. Trade War, Lazard's Simon Says

The transcript discusses the impact of Chinese stimulus on global growth, emphasizing the ongoing trade tensions and their effects on emerging markets. It highlights the importance of not overreacting to headlines and notes the positive reforms in countries like Brazil and South Africa. The discussion also covers market opportunities in Russia and Brazil, the influence of the US dollar on commodities, and investment strategies in sovereign credits. Brazil's Social Security reform is identified as a potential long-term investment opportunity.

What is the current stance of the Federal Reserve that is benefiting emerging markets?

• Quantitative easing

• On hold

• Decreasing interest rates

• Increasing interest rates

How should emerging markets be categorized according to the discussion?

• By continent

• By GDP size

• Into EMX China and Chinese-related markets

• As a homogeneous group

Which country is mentioned as having a positive macro story despite sanction risks?

• Indonesia

• Russia

• Brazil

• South Africa

What reform is Brazil pushing through that could impact investments?

• Education reform

• Healthcare reform

• Social Security reform

• Tax reform

What is considered an attractive investment in the current environment according to the discussion?

• Local bonds

• Cryptocurrency

• Dollar denominated sovereign credits

• Real estate