Nomura's Subbaraman Sees EMEA Shielded From Protectionism

The video discusses Jamie Diamond's views on the US economy, highlighting issues like labor force participation, education, and infrastructure spending. It debates the potential for US growth and productivity, critiquing short-term policies. The impact of global protectionism is analyzed, with EMEA being the most shielded and Asia the most exposed. Emerging market currency trends are explored, noting the effects of US protectionism and dollar weakening.

Which regions are identified as being most shielded from protectionist trends?

What factors are mentioned as influencing the performance of emerging market currencies?