Tellimer's Malik: Egypt Best Prepared for Tapering With Almost 3% Real Interest Rate

The video discusses the impact of interest rates and inflation on emerging markets, highlighting Egypt's strong position due to positive real interest rates. It explores the dynamics of local and foreign investments, particularly in China, and the role of commodities as a hedge. The analysis shifts to oil and copper markets, with a focus on the potential for higher oil prices and the underperformance of copper markets in Chile and Peru. The video concludes with a discussion on tourism's role in economic recovery, emphasizing the potential for growth in regions like Dubai and the Middle East.

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