U.S. Dollar Will Keep Appreciating, Says HSBC's Logan

The video discusses the global PMI and highlights the outperformance of US manufacturing. It explores the impact of a strong US economy on emerging markets, focusing on financial markets and the US dollar's strength. The discussion includes potential financial instability in emerging markets due to capital shifts. The video also examines the effects of trade wars on global supply chains, emphasizing the inefficiencies and potential cost increases. It concludes with the adaptability of companies in finding substitutes for Chinese imports.

What are the concerns regarding financial stability in emerging economies as mentioned in the text?

How might companies adapt to changes in trade dynamics as discussed in the text?