Emerging Markets Slated for a Rebound, Says Ensemble Capital's Loh

The video discusses the political and economic landscape under Bolsonaro's leadership, highlighting challenges in implementing reforms due to coalition dynamics. It examines the impact of PMI data on emerging market assets, noting a potential rebound despite recent downturns. The discussion also covers economic sentiment, the role of US-China relations, and the Federal Reserve's interest rate policies, suggesting that easing financial conditions could benefit emerging markets.

What are the challenges faced by Bolsonaro in pushing through reforms?

How has the sentiment around emerging market (EM) assets changed recently?

What implications do the PMI numbers have for the manufacturing sector?

What factors could trigger a rally in emerging markets linked to China?

What is the expected stance of the Fed regarding interest rate hikes in 2019?