EM FX Is a Good Opportunity for First-Half of 2020: Alphabook’s Malone

The video discusses the current state of the oil market, highlighting a glut in supply and fading geopolitical risks, which have led to a decrease in oil prices. It also covers the outlook for commodities, noting potential demand increases and price hikes, particularly in metals and food sectors, due to economic stability and trade deals. The discussion then shifts to FX volatility and emerging market opportunities, emphasizing the potential in EM currencies and bonds, with a focus on the Brazilian real.

What are the implications of the energy situation changes mentioned in the text?

What role does the Brazilian real play in the emerging markets as discussed?