How Emerging Markets Will Fare Under Trump

The video discusses the impact of President Trump's policies on emerging markets, highlighting winners like Russia and losers like Mexico. It emphasizes the importance of active management and insulated economies such as Brazil and Argentina. The video also covers portfolio strategies, focusing on Indonesia and Brazil, and discusses currency hedging and risks. Finally, it addresses Venezuela's economic crisis and the challenges of investing in such environments.

How do flexible credit lines from the IMF affect countries like Mexico and Colombia?

What are the implications of currency fluctuations for emerging markets as discussed in the text?

What is the current situation in Venezuela as described in the text?