Yuan Resilience Bodes Well for Emerging Markets, Says Coutts CIO

The video discusses recent global market concerns, particularly in emerging markets, and the stability of the US market. It highlights specific issues in countries like Argentina, Turkey, Mexico, and Brazil, with a focus on China's currency stability. The speaker shares investment strategies, including underweighting Italian government bonds and adding to UK equities. The video also examines emerging market debt, especially in Asia, and the impact of high yield spreads, while maintaining a long position in EM local debt.

How does the speaker view the situation in the US equity market compared to emerging markets?

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What specific countries are mentioned as having scare stories in the text?

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What concerns are raised regarding emerging markets in the text?

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What is the speaker's perspective on UK equities?

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What has been the speaker's experience with EM local debt over the past two years?

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