Ramakrishnan: 'Unknown Nervousness' Around Pound

The video discusses the impact of Brexit on the UK economy, particularly the value of Sterling and its relationship with the FTSE 100. It also explores the outlook for emerging markets, considering factors like growth differentials, commodity prices, and the dollar's strength. The video concludes with an analysis of European equities, highlighting the political uncertainties in the region and their potential effects on market performance.

Why is it considered too soon to give up on emerging markets?

What challenges do European equities face as mentioned in the text?