World's Riskiest EM Bonds in Play

The video discusses the shift in market sentiment from pessimism to optimism due to factors like China's reopening and potential peaks in rate hikes. However, caution is advised as cracks in the rally appear, with a focus on domestic fundamentals and emerging market risks. Monitoring strategies include observing price movements and political developments.

What is the significance of the outflows recorded in US listed exchange rated funds focusing on emerging market assets?

What are the key domestic factors being monitored that could affect investment decisions?