UBS prevé aumento de 15 por ciento en ganancias de los ME

The video discusses the volatility in emerging market (EM) currencies and the impact of a strengthening dollar on global investments. It highlights concerns about debt in EM countries and the potential for earnings growth in EM equities. The discussion also covers macroeconomic and idiosyncratic risks, with examples from Brazil and Turkey, and strategies for managing these risks in investment portfolios.

What is the expected earnings growth for emerging market equities this year?

In what ways can investors play idiosyncratic risks in emerging markets?