Emerging Markets: Does the Rally Have Further to Run?

The video discusses the performance of emerging markets (EM) assets, highlighting a 15% increase in the equity space due to stable US dollar and strengthening commodities. It also covers the banking sector, emphasizing the attractiveness of local and regional banks over large systemic ones. The discussion shifts to the US elections, where a 70% probability is assigned to a Clinton presidency, considering lessons from Brexit polling. The focus is on the importance of US Congress control for policy implementation.

What is the speaker's assessment of Hillary Clinton's chances in the upcoming presidential election?

What role does the control of Congress play in the potential success of Clinton's policies?