The Countries Best Poised for an Emerging Market Selloff

The video discusses the impact of Donald Trump's election on emerging markets, highlighting the rise in US yields and the stronger dollar as challenges. It identifies opportunities in countries like Chile and Russia, which are less exposed to these changes. Conversely, countries like Turkey and parts of Eastern Europe are more vulnerable. The video also explores the potential impact of global trade slowdown, with South Korea and Japan being particularly affected, while some Asian economies like Indonesia and the Philippines show resilience.

What are the potential vulnerabilities of Eastern European countries in the new macro environment?

How is the Philippines' economy positioned in relation to its trade with China and the USA?