What Investors Need to Know About Geopolitics with Marko Papic
Excess Returns
00:00
What's the Future Look Like for Emerging Markets?
I think Japan and Europe could have the most upside over the next six months, especially if the dollar peaks. I do agree with the assertive commodity super cyclothesis; a lot of investors got it wrong this year. Latin America really is a continent that is driven by terms of trade. The Chinese have to put a flooring growth in order for emerging markets to succeed. And so we need to get a sense from the Fed that it's sensitive to not breaking the world apart to get us to 2%.
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