UBS's Yu: Emerging Markets Underappreciated

The video discusses the main risks associated with the dollar's impact on the global economy, particularly in the context of US reflation. It explores investment opportunities in emerging markets and currencies, highlighting the potential in India and China. The European high yield market is analyzed, considering central bank policies and political risks. Finally, the video examines currency trends, Brexit implications, and market pricing, emphasizing the value of certainty in uncertain times.

What are the main risks mentioned regarding the dollar call?

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How does reflation in the US traditionally affect the rest of the world?

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What are the select markets mentioned that are still liked for investment?

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What is the significance of the dollar stabilizing in the current economic context?

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What potential outcomes are discussed regarding Brexit and its impact on the UK economy?

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