Emerging-Market Central Banks Have Been More Proactive: State Street

The video discusses the impact of inflation on emerging markets, highlighting the proactive measures taken by their central banks compared to developed markets. It examines the performance of energy stocks, noting their significant outperformance globally. The discussion shifts to the effects of rising treasury yields on emerging markets, particularly Mexico, Turkey, and Indonesia, which are vulnerable due to foreign participation and idiosyncratic issues. The video concludes by addressing idiosyncratic risks like Evergrande and the expected market volatility in a post-peak growth environment.

Which emerging markets are most vulnerable to rising US treasury yields and why?

What are the potential risks that could affect emerging markets in the current economic climate?