Bolsonaro Takes Reins in Brazil

The video discusses the positive sentiment towards Brazilian markets under Bolsonaro, with investors optimistic about assets like the real and bonds. It highlights challenges for emerging markets in 2019, including trade issues and interest rate impacts from the Fed and other countries like Turkey and India. The video also covers political risks and elections in countries such as Thailand and South Africa, emphasizing the potential market impacts and investor strategies.

What percentage of Brazilians believe that Bolsonaro is on the right track according to the text?

What are some of the challenges expected for emerging markets in 2019?

How do interest rate increases impact emerging markets according to the discussion?

What political risks are mentioned that could affect emerging markets?

What is the significance of the elections mentioned in the text for investors?