Slightly Bullish on Emerging Markets in 2020, Says BNP Paribas’s Mathur

The video discusses the phase one deal between China and the US, highlighting the reduction in market uncertainty due to this deal and other factors like the UK elections. It explores the impact of limited trade details on emerging markets, emphasizing the importance of both the commercial and financial channels. The financial channel is expected to support emerging markets in 2020. The video also covers high yield markets, predicting their outperformance in a carry-friendly environment with low US real yields and a soft dollar.

What are the expectations for investment trends in emerging markets as the year progresses?

In what ways does the speaker suggest that the economic cycle could influence high-yield markets?