Cómo impactan las tensiones con Corea del Norte en los mercados emergentes

The transcript discusses the impact of North Korea's actions on Asian markets, highlighting the preference for North Asia, particularly China and India, due to their growth potential. It also addresses concerns about currency fluctuations, especially the dollar's strength, and its effects on emerging markets like Mexico, Indonesia, and Turkey.

What factors are contributing to the escalation of tensions in North Korea?

How do market participants respond to news flow from North Korea?

What is the rationale for preferring North Asia over other regions in emerging markets?

What are the implications of currency fluctuations for Chinese companies?

What is the expected impact of a stronger dollar on emerging markets?