Worst Is Probably Over for Emerging Markets, Says Bank of Singapore's Jooste

The video discusses the current state of emerging markets, suggesting that the worst may be over and highlighting the potential for cheaper assets due to favorable valuations. It also examines the direction of the dollar, noting short-term stability but potential long-term weakness, and how this is tied to trade tensions and tariffs. The discussion emphasizes the interconnectedness of global markets, interest rates, and currency stability.

What factors are contributing to the underperformance of emerging markets according to the text?

How does the speaker perceive the future direction of the dollar?

What is the significance of the trade war in relation to the dollar's fate?

What impact could another round of tariffs have on the dollar according to the discussion?

What are the potential effects of US sanctions on the market and the dollar?