Amoroso Says Emerging Market Rout Could Get Worse

The video discusses the challenges faced by emerging markets due to the strengthening dollar and US monetary policy. It highlights the lack of significant outflows from emerging markets and the potential impact of central banks tightening their policies. The discussion also covers the effects on equity markets and the need for the Fed to ease its tightening cycle to stabilize emerging markets.

Discuss the current state of investor positioning in Asian markets compared to 2016.

What signs of capitulation are being observed in emerging market debt?