Turnill: Emerging Markets Winning on Diminished Concerns

The video discusses the relative strength index of the MSI Emerging Markets Index, highlighting its recent high levels and potential risks. It explores the performance of emerging markets, driven by reduced concerns about China, the dollar, oil, and the Fed. The video advises caution but suggests buying on weakness, emphasizing the influence of global monetary policy and stable oil prices. It concludes with investment strategies, focusing on broad passive instruments and structural reforms in countries like Brazil, India, and China.

What does the relative strength index indicate about the MSI Emerging Markets Index?

What concerns have diminished this year that have contributed to the success of emerging markets?

What are the two important factors driving the emerging markets according to the text?

How much money has flowed into emerging markets debt and equity since the beginning of the year?

Which countries are mentioned as having structural reforms that could lead to sustainable growth?