DWS: 15% Upside in EM Equities Over Next 12 Months

The video discusses current market conditions, focusing on the impact of China's regulatory tightening on emerging markets (EM) stocks. It highlights the strong performance of global equities outside Asia and the challenges posed by a strong dollar and oil prices. The discussion also covers the potential effects of tapering and interest rate hikes on risk assets, emphasizing the importance of being selective in investments. The video concludes with an analysis of commodities, particularly oil and copper, and their implications for EM economies.

Discuss the potential impact of high oil prices on emerging markets.

What is the outlook for copper in the commodity market compared to oil?