Pockets of Opportunity Despite Yuan Worries: EM Insight

The video discusses the challenges faced by emerging markets in August, highlighting the significant drop in the Emerging Market currency index. It examines the correlation between the yuan and Asian currencies, noting the increased impact of the yuan on Asian markets. The video also explores investment strategies in emerging markets, focusing on local currency bonds as a less bearish option. The discussion includes insights from Goldman Sachs on the current market environment.

What trends are observed in the Emerging Market currency index for August compared to previous years?

Discuss the implications of the yuan's movements on global markets as mentioned in the text.

How has the correlation between Asian currencies and the yuan changed recently?

What factors have contributed to the bearish sentiment towards South Africa and Asia in the current market?

What is the current sentiment towards local currency denominated debt in emerging markets?