Will the Emerging-Markets Rally Continue Into 2021?

The video discusses the main drivers for emerging market (EM) returns in 2021, focusing on vaccination programs and fiscal deficits. It highlights investor preferences for Asian currencies, Latin American bonds, and Chinese and Indonesian assets. The video also covers expectations for inflation and growth, with a focus on dovish monetary policies and central bank actions.

What is considered a major factor influencing emerging market returns next year?

• The decline in tourism

• The rise in global oil prices

• The effectiveness of vaccination programs

• The increase in technology stocks

Which region's bonds are favored by investors due to high yields and dovish central banks?

• European bonds

• Asian bonds

• Latin American bonds

• African bonds

Which country's assets are among the top picks for investors despite already strong performance?

• South Africa

• India

• China

• Brazil

What is the general expectation for inflation in most developing economies next year?

• Stable inflation rates

• A decrease in inflation

• An acceleration in inflation

• Deflation

Which two countries are exceptions to the expected central bank rate holds next year?

• Turkey and Brazil

• Turkey and Mexico

• Turkey and Poland

• Turkey and Russia