May Need to Reduce 'Overweight' on EM if Dollar Continues to Rally, RiverFront Says

The video discusses the challenges faced by the SNP in breaking past certain market levels, emphasizing the need for a fully enforceable trade deal between the US and China to ensure intellectual property protection. It also covers the impact of the dollar's rally on emerging markets and the performance of AMZN amidst global growth concerns.

Discuss the impact of the dollar rally on emerging market currencies.

What factors could lead to a reduction in the overweight position in EM portfolios?