Katherine Rooney Vera's Bullish on Emerging Markets

The video discusses the outperformance of emerging markets and the potential impact of Fed rate hikes. It highlights the stability of the US economy, reduced capital outflows from China, and the positive effects of rising oil prices on emerging market currencies. The video also examines investor positioning and capital inflows into emerging markets, despite some outflows from Mexico's ETF. Mexico's economic performance is analyzed, noting its growth compared to other Latin American countries and the role of the Mexican peso as a hedge.

What is the significance of investor positioning in emerging markets as mentioned in the text?

What are the economic indicators for Mexico compared to other Latin American countries as discussed in the text?