State Street Macro Strategist Emily Weis on EM Markets

The video discusses the potential for a rebound in emerging markets, focusing on China, Korea, and Taiwan, despite COVID-19 uncertainties. It highlights the impact of US growth and treasury yields on emerging markets, noting that rising yields can negatively affect local currency bonds. The discussion also covers the challenges of investing in commodities through emerging markets, suggesting direct exposure to commodities like copper and oil might be more beneficial.

In what ways does the text suggest that the vaccination process influences the economic outlook for emerging markets?

What challenges do emerging market investors face in relation to commodities according to the text?