AllianceBernstein's Khan: EM Valuations Still Attractive

The transcript discusses the positive impact of the vaccine narrative on emerging markets, highlighting investment opportunities and the potential for growth. It examines the influence of a weaker dollar and the blue wave on these markets, emphasizing the importance of commodities and energy. The discussion also touches on the challenges faced by emerging markets, such as manufacturing capacity and US-China relations, which may affect investor sentiment.

What is the significance of the vaccine narrative for emerging markets according to the text?

How do the speakers view the relationship between the dollar and emerging markets?

What factors are mentioned that could lead to a positive outlook for emerging markets?

What challenges do emerging market countries face in obtaining vaccines?

What is the overall sentiment regarding the potential for growth in emerging markets?

What role do commodity prices play in the outlook for emerging markets?

How do the speakers perceive the impact of US-China relations on emerging markets?