Emerging Market Equities Will Outperform in Next 6-12 Months, Says Quilvest’s Parker

The video discusses the potential for emerging markets, particularly in Asia, to outperform the US due to easing policies in China and positive economic data. It highlights the risks in Latin America, especially in Mexico and Brazil, due to political and economic factors. The role of the Fed's interest rate decisions is also examined, suggesting that while a rate cut is unlikely this year, it could happen next year.

What is the expected performance of emerging market equities in the next six months to one year?

How does the easing in monetary and fiscal policy in China affect emerging markets?

What are the potential risks for the Latin American markets mentioned in the text?

What is the outlook for the Brazilian equity markets according to the text?

What is the significance of the Fed's interest rate decisions for emerging markets?