How do the speakers perceive the impact of tariffs on global trade volumes?
When Will the Bleeding Stop in Emerging Markets?
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Business
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University
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Hard
The video discusses current market conditions, focusing on investment opportunities in regions like Mexico and CIS. It highlights the impact of trade tariffs on China proxies and potential winners like Thailand. The discussion also covers liquidity challenges in the market and evaluates market spreads and risks, suggesting cautious investment strategies.
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3 questions
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1.
OPEN ENDED QUESTION
3 mins • 1 pt
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2.
OPEN ENDED QUESTION
3 mins • 1 pt
What is the significance of the 400 basis points mentioned in the conversation?
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3.
OPEN ENDED QUESTION
3 mins • 1 pt
What strategies are suggested for navigating the current market conditions?
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