Are Emerging Markets Set to Rally?

The video discusses the impact of geopolitical events like Brexit, the value of the dollar, and the US-China trade war on emerging markets. It highlights how Brexit, despite reducing developed market risks, makes developed markets more attractive, negatively affecting emerging markets. The Fed's policies are unlikely to weaken the dollar, offering little benefit to emerging markets. The trade war's resolution could lead to a rebound, but a side deal on the yuan might negatively impact Chinese bonds and, consequently, emerging markets.

What are the implications of a potential trade deal between the U.S. and China for emerging markets?

How might a side deal on the yuan affect the Chinese bond market and emerging markets overall?

What are the caveats mentioned regarding the rebound theory for emerging markets?