Yen Is Still Very Undervalued, TD Securities' Kotecha Says

The video discusses the challenges faced by emerging markets and central banks, focusing on vulnerabilities due to Fed rate hikes and current account deficits in countries like India, Indonesia, and Turkey. It analyzes market vulnerabilities, currency movements, and the impact of inflation. Economic indicators and trade issues, including trade tariffs and sanctions, are examined. The video also covers currency valuation, particularly the yen, and risk aversion, highlighting the Bank of Japan's policy concerns.

In what ways might trade tariffs and protectionism impact emerging markets?

What indicators suggest a potential downturn in emerging market growth?