Los ME está preparados para un pequeño aumento de tasas de interés, dice Chadha

The video discusses the differences between fixed exchange rate regimes of the 1990s and current systems, emphasizing the impact of exchange rate movements on foreign currency borrowers. It highlights the rise of the dollar from 2011 to 2014 and the trends in emerging market (EM) currencies. The video also examines market positioning and its influence on recent financial movements, concluding with a discussion on EM's preparedness for interest rate changes and investment strategies in EM equities and local currencies.

What are the key differences between the fixed exchange rate regimes of the 1990s and the current situation?

How did the dollar's value change from August 2011 to the summer of 2014?

In what ways have unhedged FX exposures affected the market according to the discussion?

What impact does positioning have on the current market according to the speaker?

What does the speaker suggest about the preparedness of emerging markets (EM) for interest rate changes?