Emerging-Market Stocks May Perform Better in 2021: DWS

The video discusses the narrow rally in emerging markets driven by digitalization and tech, the potential for cyclicals to pick up with economic recovery, and the impact of geopolitical risks and COVID-19. It highlights the Fed's influence on market volatility, the correlation between dollar weakness and equity gains, and the implications of the US elections on the dollar and emerging markets. Strategies for hedging against election risks are also explored, emphasizing diversified equity portfolios and focusing on domestic economies.

What factors are mentioned as necessary for emerging markets to perform better next year?

How has COVID-19 impacted digital trends according to the text?

What challenges do Southeast Asian countries face in their economic recovery?

What is the relationship between dollar weakness and equity gains as mentioned in the text?

What are the implications of a weaker dollar for emerging markets?

What is the significance of the upcoming election in relation to the dollar's performance?

What strategies are suggested for hedging against US election risk?