Morgan Stanley Likes Local Emerging-Market Debt

The video discusses the Federal Reserve's minutes and the expected rate hikes, highlighting the uncertainty between a 25 or 50 basis point increase. It addresses the challenges in measuring inflation and its implications for asset valuations. The discussion includes attractive asset classes like bank loans and emerging market debt, considering the impact of rising rates. The video also explores investment strategies in emerging markets, focusing on currency risks and the potential weakening of the dollar.

What are the implications of the Fed's actions on emerging markets?

How does the speaker suggest managing currency risk in emerging markets?

What is the expected trend for the dollar according to the speaker?