Turkey: A Cautionary Tale

The video discusses the dynamics of the Turkey ETF and its impact on emerging markets. It highlights the unique situation of Turkey's economy, including its currency and debt challenges, and how these affect broader emerging markets. The discussion also covers investment strategies, focusing on local currency bonds and equities, and the significant role technology now plays in emerging markets. The video concludes with insights into the changing nature of emerging markets, emphasizing the shift towards technology-driven growth.

What are the potential implications of a falling price in emerging markets for investor flows?

How does the current situation in Turkey compare to past emerging market crises?

What role does technology play in the current landscape of emerging markets?