JPMorgan’s Santos Sees ‘Extremely Bullish’ Outlook for EM

The video discusses the current state and future prospects of emerging markets (EM). It highlights the potential for growth due to a cyclical upturn, the impact of the US election with President-elect Biden's policies, and the changing reaction functions of central banks that keep interest rates low. The video expresses a bullish outlook on EM equities, debt, and FX, emphasizing the broader set of emerging markets beyond North Asia and technology.

What cyclical trends are expected for emerging markets in the coming years?

What role do central banks play in the current market conditions for emerging markets?