Emerging Markets' 'Sustained Rally' Expected, Milltrust CEO Says

The video discusses the potential impact of rate hikes on markets, particularly focusing on emerging markets. It highlights the current weakness in these markets and the potential for a significant rally. The discussion also covers the US market's growth and its effect on credit spreads and default rates. The speaker emphasizes the long-term recovery prospects for emerging markets, citing the post-global financial crisis malaise. Investment opportunities in countries like China and India are explored, with a focus on the value offered by these markets.

What concerns does the speaker express regarding liquidity in international capital markets?

Which countries does the speaker identify as having potential for significant rebounds?