Pimco's Rahman Sees Lots of Idiosyncratic Risks in EM

The video discusses the impact of geopolitical and trade risks on emerging markets, highlighting the role of the Federal Reserve in providing comfort. It examines the influence of a strong dollar on emerging market returns and the potential for increased defaults. The video also explores the importance of structural reforms in countries like Mexico, Brazil, and Argentina, emphasizing the idiosyncratic nature of these risks and the gradual progress of reforms.

What factors are contributing to the current rally in emerging markets?

How does a strong dollar impact emerging markets according to the text?

What are the idiosyncratic risks mentioned that affect emerging markets?

What is the concern regarding defaults in the corporate space compared to the sovereign space?

Which countries are noted for making strong structural reforms?