Can EM Debt Withstand a Stronger U.S. Dollar?

The video discusses the impact of the dollar on emerging market investments, highlighting the yield advantage of these markets despite a strong dollar. It explores the reasons behind recent market declines, including uncertainty in trade and immigration policies, and the stabilization of commodity prices. The appointment of Peter Navarro and its implications for US-China trade relations are examined, along with the potential for protectionism to affect markets. The video concludes by analyzing China's influence on emerging markets, noting that while short-term movements may align, medium-term opportunities exist independently.

Discuss the potential impact of protectionism on emerging markets.

In what ways can the relationship between China and emerging markets affect investment strategies?