Will a Change of Leadership in Brazil Appease Investors?

The video discusses the current state of emerging markets, focusing on Brazil's political situation and its impact on investments. It highlights the stabilization of commodity prices and emerging market currencies as key factors making these markets appealing. However, it notes the need for better growth and earnings momentum. The video also observes strong investment flows into emerging markets, with European investors showing renewed interest.

What elements are still needed for a bullish outlook on individual emerging markets?

What observations were made regarding the performance of emerging markets since the beginning of the year?