Reallocation to Markets With Safer Current Account Needed, Pictet Says

The video discusses emerging market currencies, highlighting the cautious approach of companies in these markets. It differentiates between deficit and surplus countries, noting the risks and opportunities in each. The impact of trade wars and the importance of domestic strengths are emphasized, with a focus on India's improving position. The video also explores the Federal Reserve's policies and their effects on market expectations, highlighting uncertainties and potential shifts in monetary policy.

In what ways are countries like India being viewed positively in the current economic climate?

What are the potential implications of a dovish shift from central banks on emerging markets?