Will the Emerging-Markets Rally Continue Into 2021?

The video discusses the main drivers for emerging market (EM) returns in 2021, focusing on vaccination programs and fiscal deficits. It highlights investor preferences for Asian currencies, Latin American bonds, and Chinese and Indonesian assets. The video also covers expectations for inflation and growth, with a focus on dovish monetary policies and central bank actions.

What are the main drivers for emerging market returns next year?

How might vaccine distribution intricacies affect emerging markets?

What impact will massive stimulus spending have on fiscal deficits in emerging markets?

Which currencies and stocks are favored in the context of Asian markets?

What are the expectations for inflation growth in developing economies next year?