What's Driving Emerging Markets Post-Trump Election?

The video discusses the market reactions following Donald Trump's election, highlighting the initial shock and subsequent adjustments. It delves into China's economic growth, political reforms, and their positive impact on markets. The discussion shifts to currency dynamics, emphasizing the strong dollar's effects on various countries. Finally, it compares regional market performances, favoring Asia due to stable growth, while noting opportunities in Latin America and Russia.

What were the key drivers of market performance mentioned in the text?

How has the Chinese government's supply side reform impacted the market according to the speaker?

What concerns are raised regarding the dollar's strength and its impact on emerging markets?

What is the speaker's perspective on the economic outlook for Asia compared to Latin America?

What opportunities does the speaker see in the Brazilian market despite recent downturns?