We Are Definitely Bullish on EM, Says Emirates NBD's Bajwa

The video discusses the current state of emerging markets, highlighting challenges such as the rising dollar, oil prices, and political risks. It explores the impact of trade relations, particularly between China and the US, and the potential for a liquidity crunch. The discussion also covers interest rates and their implications for global markets, emphasizing the importance of economic projections and the 10-year treasury yield.

What does the speaker suggest about the future of trade relations between the US and China?

What is the speaker's main view regarding the 10-year Treasury yield and its implications for emerging markets?