AMP Capital’s Naeimi Likes Emerging Markets at These Levels

The video discusses the impact of the US dollar on emerging markets, highlighting the potential challenges and opportunities. It explores investment opportunities in EM equities, considering factors like commodity prices and pandemic effects. The analysis extends to specific countries like Brazil and Turkey, examining their market conditions. Finally, the video delves into the Australian market, focusing on the commodity boom and its implications for mining and financial sectors.

How do commodity prices affect emerging market economies?

What is the significance of rate hikes in countries like Brazil and Turkey?

What role do mining companies in Australia play in the current commodity boom?