Goldman Sachs Cautious on Turkey, Says EM Risks Broadly Balanced

The video discusses the economic challenges faced by emerging markets, focusing on four main headwinds: weakening global demand, tightening financial conditions, rising oil prices, and trade war risks. It highlights the impact of the dollar's strength on these markets and examines specific countries like Turkey, Russia, and South Africa. The discussion includes the effects of oil prices on economies, the economic outlook for Turkey amid high inflation, Russia's position benefiting from oil price increases, and South Africa's challenges with growth and currency weakness.

What are the expectations for Turkish assets in light of current economic conditions?

How do the dynamics of oil prices affect Russia's economy according to the text?

What is the outlook for South Africa's economy based on the discussion?