Emerging-Markets Rout May Finally Be Over: EM Insight

The video discusses the recent downturn in emerging market (EM) stocks and the signs of a potential recovery. It highlights the role of the dollar's performance and the impact of global investor sentiment on EM assets. Despite challenges like the US-China trade war and rising US bond yields, there are indicators of recovery in EM currencies and bonds, particularly in countries like Turkey and Argentina. The video also explores the correlation between US Treasury yields and EM dollar bonds, suggesting a regained bullishness among investors.

What factors contribute to the belief that the sell-off in emerging markets is over?

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Discuss the correlation between U.S. Treasury yields and emerging market dollar bonds.

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