In this presentation, Arthur Budaghyan, senior vice president and chief emerging markets strategist at BCA Research, discusses three pillars that build emerging equity markets' performance—banks, commodities, and technology. He also talks about factors that drive emerging market bonds and currencies and assesses emerging market valuations and the importance of China and its outlook.

This is the archived version of a live broadcast that took place 24 July 2018 at the CFA Institute 63rd Annual Financial Analysts Seminar (FAS).