Here's your summary from UBS's Shamaila Khan Urges Caution on Emerging Markets (https://www.youtube.com/watch?v=0jglBatI_dY) on the Bloomberg Television channel:

**TLDR:** UBS's Shamaila Khan advises caution on emerging markets due to potential policy shifts and election outcomes in countries like India, Mexico, and South Africa.

1. A coalition government in India may lead to policy shifts that could negatively impact Indian assets, such as bonds and currency.

2. Investors should be cautious in emerging markets and consider less popular countries like Argentina, Egypt, and Angola for potential investment opportunities.

3. China's fixed income assets are seen as attractive due to government efforts to address structural and liquidity issues in the housing sector.

#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro