Arnopolin de Pimco: El ruido de Washinton impactará en los ME

The video discusses the current state of emerging markets, highlighting the balance between growth and political uncertainties. It examines the impact of political decisions, such as trade wars and sanctions, on countries like Russia and Venezuela. The speaker emphasizes the importance of being selective in investments, particularly in 2018, and provides insights into specific countries like Egypt, South Africa, and Turkey, focusing on their economic stability and challenges.

What factors are contributing to the uncertainty in emerging markets according to the text?

How does the current administration's decisions impact countries like Russia and Venezuela?

What are some of the emerging markets that are considered to have decent stories according to the speaker?

What challenges is Turkey facing as mentioned in the text?

What is the significance of the IMF program for Egypt as discussed in the text?