Bhatia de Neuberger Berman: Expansión de ME sigue fuerte

The video discusses the recent challenges in emerging markets (EM), driven by factors like the strengthening dollar, election concerns, and rising US rates. Despite these challenges, growth in EM remains strong, and the video suggests being a buyer rather than a seller of EM securities. The discussion also covers Argentina's century bond and the impact of low interest rates globally, which have led to yield-seeking behavior. The video concludes with a focus on currency-specific risks in EM, highlighting opportunities in Mexico and caution in central Europe.

What factors have contributed to the rough spell in emerging markets over the last six weeks?

How has the strengthening of the dollar impacted emerging market securities?

What is the significance of Argentina's century bond in the context of emerging markets?

What role do low interest rates in the US, Japan, and Europe play in the behavior of emerging markets?

What are the potential risks and considerations for investing in emerging market currencies at the moment?