Thai Baht Favored, Standard Chartered's Robertsen Says

The video discusses the overvaluation of the dollar due to a cyclical rally driven by U.S. economic performance and Fed rate hikes. It highlights emerging market weaknesses and suggests that most good news is priced in. The video explores investment opportunities in emerging markets, focusing on Thailand and Korea, and discusses the Thai Baht's valuation and central bank policies.

What factors have contributed to the current strength of the dollar according to the text?

What is the outlook for emerging market assets as discussed in the text?

How does the speaker view the economic situation in Thailand?

What is the speaker's expectation regarding the Thai baht's strength?

What are the implications of the dollar's potential decline for onshore exporters?