What Trump's Election Victory Means for Emerging Markets

The video discusses the impact of Trump's policies on emerging markets, highlighting concerns over globalization, trade, and investor sentiment. It examines the global bond market sell-off and rising interest rates in developed markets, which affect emerging market debt attractiveness. The video also explores the shift in commodity demand from China to the US and its implications for emerging markets. Finally, it addresses US-China economic tensions, focusing on currency manipulation and its potential effects on trade and geopolitical relations.

What impact does Trump's anti-trade stance have on emerging markets?

How do higher yields in developed markets affect investments in emerging market debt?

What are the potential consequences of a shift in commodity demand from China to the US?

In what ways could a stronger US economy impact emerging market nations?

What are the implications of Trump branding China as a currency manipulator?