In what ways have mutual fund outflows from emerging markets changed recently?
JPM's Santos Turns Positive on Emerging Markets
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Business, Social Studies
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University
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Hard
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The video discusses emerging markets (EM), focusing on yield opportunities, domestic fundamentals, and the impact of US trade cycles. It highlights the role of politics in EM, with examples from Brazil, Turkey, and South Africa. The video also covers investment trends, emphasizing the need for improved fundamentals, and explores the influence of the Federal Reserve and market diversification strategies.
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What impact might the Federal Reserve's actions have on emerging markets?
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