EM Insight: Is the Selloff a Buying Opportunity

The video discusses the current market sell-off, comparing it to historical events and emphasizing that such volatility is typical for emerging markets. It highlights the potential for a rebound if no further bad news occurs. The discussion shifts to market valuations, noting that despite a recent rally, valuations remain low, presenting a buying opportunity. The video concludes with an analysis of trade wars, emphasizing that the US depends more on emerging markets for trade, and that emerging markets are increasingly trading among themselves, mitigating some risks.

What historical context should be considered when analyzing the current sell-off in emerging markets?

In what ways do trade wars impact the relationship between the US and emerging markets?