EM Insight: What's Next for EM Central Banks?

The video discusses trends in emerging markets, highlighting challenges like inflation and political uncertainty. Argentina's economic struggles are examined, including its IMF agreement. The investment outlook for emerging markets is explored, focusing on external vulnerabilities and the impact of US rates and dollar strength. Finally, potential opportunities and risks in emerging market investments are discussed, emphasizing the need for selectivity.

In what ways can investors approach the emerging markets given the current economic conditions?

What opportunities exist in emerging markets despite the risks?