EM Outperformed in Massive Way in 2016: Rooney Vera

The video discusses the implications of a strong dollar on the Federal Reserve's policies and the potential impact of the Trump administration's agenda on trade and taxes. It highlights the convergence of risks between developed and emerging markets, influenced by political events like Brexit and Trump's election. The discussion shifts to market trends post-election, focusing on reflation and trade protectionism. Finally, it explores investment strategies in emerging markets, emphasizing opportunities in countries like Brazil, Russia, India, and Argentina.

In what ways have emerging markets and developed markets converged in terms of risk?

What factors could lead to opportunistic trades in emerging markets in 2017?