Emerging Markets Set to Benefit From Dollar Decline

The video discusses the impact of the US dollar on various markets, particularly emerging markets. It highlights the BNP House view that the US dollar will gradually decline, supporting emerging market equities. Recent trends show increased investment in emerging market equity ETFs, despite a long-term decline in exposure. The video suggests that emerging market equities are undervalued, offering long-term investment opportunities. Key drivers include the weak dollar and oil prices, with Russia's equity market being notably cheap.

Discuss the long-term outlook for emerging market equities based on the information provided.

What are some of the key drivers for investing in emerging market equities mentioned in the text?