Por qué la negocación de mercados emergentes lentamente irá aumentando

The transcript discusses the current 'Goldilocks' economic conditions, characterized by good growth and moderate monetary policy, which have led to a strong EM rally. It highlights two main factors influencing EM performance: a weak dollar and China's economic stability. The discussion also covers geopolitical risks, such as tensions with North Korea and the US-Iran nuclear deal, and how markets often fail to price these risks until they materialize. Despite these tensions, the South Korean market has performed well, indicating a lack of global market concern.

How do geopolitical tensions impact market pricing according to the speaker?

What observations were made about the South Korean market in relation to geopolitical tensions?