Vietnam, Bangladesh Markets Favored, Tellimer's Malik Says

The video discusses the market positions of Saudi Arabia and Egypt, highlighting Egypt's macroeconomic recovery and the limited reflection of this in its equity market. It then shifts focus to Kuwait's market and its inclusion in the Frontier index, critiquing the coherence of such indices. Finally, it examines the impact of US-China trade negotiations on global markets, particularly on Bangladesh and Vietnam, and the potential for market share growth in these regions.

In what ways could the US-China trade negotiations impact emerging markets?

What concerns might arise regarding US trade policies towards Vietnam?