Now Is Right Time to Invest in EM, Says Pictet's Paolini

The video discusses the risks and opportunities in emerging markets, focusing on the role of the US dollar and global economic conditions. It highlights the potential for investment in emerging market stocks and bonds, considering the current valuations and the impact of global liquidity changes. The discussion also covers the influence of US economic performance on the dollar and its subsequent effects on emerging markets, especially in the context of trade tensions and central bank policies.

In what ways might the trade war scenario affect the dollar and emerging markets?

What indicators suggest that the US economy may weaken in the next 6 to 12 months?