EM Is 'Sheltered' From Strong Dollar: Pimco

The video discusses the impact of a stronger US dollar on emerging markets, highlighting that while it can be negative, some markets, especially in Latin America, are more resilient due to US economic strength. It also examines China's economic struggles, noting that the expected service-driven growth has not materialized, affecting Southeast Asia and emerging markets. The deflation in China's Producer Price Index (PPI) could have a positive disinflationary effect on emerging markets, but the lack of a strong government response in China is concerning for market sentiment.

What are the reasons for the stronger dollar's effect on emerging markets?

How is the growth outlook for emerging markets described in relation to the US economy?

What concerns are raised regarding China's economic performance?

In what way is the current economic cycle expected to differ from previous cycles?

What impact does PPI deflation have on emerging markets according to the text?