JPMorgan's Normand Says EM Assets to Decline in Short Term

The video discusses the current uncertainty in emerging markets, primarily driven by US-China trade tensions and potential tariffs. It highlights the lack of investor confidence and the ongoing sell-off in these markets. The analysis includes market trends, the impact of trade threats, and the potential for inflationary pressures. The discussion also touches on the possibility of market stabilization if calm prevails, with specific examples like Indonesia being mentioned.

What are the main concerns regarding the president's threats to impose tariffs on Chinese goods?

What factors contribute to the lack of confidence in owning emerging market assets right now?

How does the current situation in emerging markets compare to previous years, particularly 2015?

What potential scenarios could lead to a change in the current sell-off in emerging markets?

In what ways could central banks respond to inflationary pressures in emerging markets?