EM Pressured by Dollar With Room to Strengthen, Says JPM's Patel

The video discusses the current state of emerging markets, highlighting significant selling in currencies, bonds, and equities. It suggests that while the dollar may strengthen further, putting pressure on EM markets, there are selective opportunities, particularly in Indian markets. However, caution is advised against investing in Turkey, Argentina, and Brazil due to political risks. The video also identifies potential value in Russia and discusses the risk of market contagion affecting the US financial sector, which could influence Federal Reserve policies.

How does the speaker view the potential for the dollar to strengthen?

What factors are contributing to the current pressure on emerging markets?

Which emerging markets are considered attractive according to the text?

What is the speaker's opinion on investing in Turkey, Argentina, and Brazil?

What concerns does the speaker have regarding the US financial sector?