Sean Taylor de Deutsche Asset dice que las tendencias de largo plazo son positivas

The video discusses the outlook for emerging markets, highlighting the impact of a weaker US dollar and potential corrections due to dollar strengthening. It covers the volatility in these markets, investment strategies, and the performance of different regions, with a focus on China and Latin America. The video also examines China's economic indicators, such as consumer confidence and offline sales, and their influence on market dynamics.

What are the expectations for the next leg of the rally in emerging markets according to the text?

How is consumer confidence in China described, and what implications does it have for the market?