Need to Be More Tactical in EM Currencies This Year, AllianceBernstein Says

The video discusses the supportive outlook for emerging markets due to the Fed's dovish stance, even if rate hikes occur later. It highlights the resilience of EM assets, the impact of dollar strength, and the need for tactical approaches in EM currencies. The video also covers the defaults in Chinese bonds, emphasizing the importance of appropriate risk pricing.

How does the current outlook for the Fed's dovishness support risk assets?

What factors contribute to the supportive performance of emerging market assets?

In what ways might the dollar's strength impact emerging market currencies this year?

How do defaults in the Chinese corporate bond market affect investor sentiment?

What is the significance of the widening yield gap between China's top-rated and junk bonds?