Moore: Fed, Fundamentals Boosting Emerging Markets

The video discusses the transformation in emerging markets, focusing on changes in policy tone and interest rates. It highlights the impact of a slower dollar appreciation on emerging markets and the potential for market divergence. The video also examines the fundamentals of emerging markets, noting improvements in policy and profitability, particularly in India, Brazil, and China.

What changes have been observed in the corporate focus of major companies in emerging markets?

What is the speaker's outlook on the earnings story in emerging markets?