WHAT WILL THE FII THINK FOR EMERGING MARKETS? WAIT AND WATCH OR JUMP IN CORRECTION? 1. Trump hits major trade partner Brazil with 50% tariffs 2. Meeting underway with Indian delegations for trade deals 3. Dollar Index Levels Below 100-Strong Setup for Emerging Markets 4. Focus for Earnings In India-IT gives a weak start for Q1 season 6. FIIs still show believe in BFSI space in the holdings-Will FIIs show a churn? 7. SEBI Crackdown on Jane Street-FIIs in F&O-Has volumes dried up? 8. India has widened global funds access to $639bn credit market 9. JP Morgan considers cutting China, India share in EM bond index 10. Valuations pricey for Nifty-if earnings see downgrade in Q1 12. FIIs see outlflows >5k cr in July