Only a Matter of Time Before Jumping Back Into EM, Says Pictet's Donay

The video discusses the recovery signs in emerging markets, highlighting the MSCI Emerging Market Currency Index and stock indices like the Shanghai Composite. It notes the rally in Eurobonds from countries like Turkey and Argentina. Despite risks such as the US-China trade war and rising US Treasury yields, the stable dollar presents investment opportunities. Experts discuss the timing for investing in emerging markets, considering economic indicators and GDP growth targets. The video also covers recession indicators, emphasizing the density of economic cycles and the lack of early recession signals.

What are some signs that emerging market assets are back in favor with investors?

How have the euro bonds of Turkey and Argentina performed recently?

What factors are contributing to the current interest in emerging markets despite existing risks?

What is the significance of the correlation between US Treasurys and emerging market dollar bonds?

What indicators are being used to assess the potential for a recession in the US and globally?