Can't Paint EM With a Broad Brush Right Now, Says JPMorgan's Anderson

The video discusses the economic challenges and opportunities in emerging markets, focusing on the Argentina peso's depreciation and its impact on investors. It highlights Asia's relative economic resilience, particularly Korea's strong current account and reserves. The discussion also covers the effects of US-China trade tensions on global markets and the potential for long-term investment opportunities in Asia. The video concludes with a future outlook, suggesting that while 2018 may not offer much relief, structural opportunities in emerging markets remain intact for patient investors.

What are the implications of trade tensions between the US and China for Korean companies?

What opportunities might arise for investors in emerging markets despite current volatility?