Will a Trump Presidency Matter to Emerging Markets?

The video explores the potential impacts of a Trump presidency on emerging markets, highlighting macroeconomic challenges such as risk aversion and a strong dollar. It discusses specific measures that could target Mexico and China due to trade deficits. The role of China as a significant risk factor for emerging markets is analyzed, with concerns about a potential trade war leading to global recession. The need to rethink traditional frameworks for evaluating emerging markets is emphasized, considering country-specific exposures and the broader global context.

In what ways could a strong dollar environment affect emerging markets?

What are the risks associated with China's economic situation for emerging markets?