TD Securities' Kotecha on Emerging-Market Economies

The video discusses the recent rally in emerging markets, largely driven by China's economic activities. It highlights the performance of EM assets, the impact of a weaker dollar, and the influence of U.S. Federal Reserve policies. The discussion also covers political and economic conditions in Brazil and broader Latin America, emphasizing the potential risks and opportunities in these regions.

What are some positive idiosyncratic stories in emerging markets that could drive the current rally?

How has Mexico's economic situation been influenced by regionalization and manufacturing investment?

What are the potential risks and benefits of the current political climate in Latin America for investors?