Why Emerging Markets May Be the Next Global Players

The video discusses the potential of emerging markets as global players and the impact of trade policies under President Trump. It highlights the importance of identifying companies that can adapt to changing trade patterns. The discussion also covers the role of multinational companies, digital trends, and the debate between active and passive investing strategies. The video concludes with insights on trade policies and their effects on domestic and multinational investments.

What is one of the key changes happening in emerging markets according to the speaker?

• Increased isolationist policies

• Shift in consumer attitudes towards consumption

• Reduction in scientific discoveries

• Decrease in digital trends

Which company is mentioned as having investments in Tencent?

• Naspers

• Alibaba

• SoftBank

• Capital Group

What does Warren Buffett suggest about the role of Jack Bogle in investing?

• He has done little for American investors

• He should be honored for his contributions to active investing

• He is a proponent of high-risk investments

• He is the godfather of index investing

What is a critical determinant of successful active managers according to the speaker?

• Avoiding digital trends

• Focus on domestic markets

• Investments by portfolio managers in their own funds

• High fees

According to the speaker, what begins to take over as the world moves away from the financial crisis?

• Fear

• Greed and animal spirits

• Digital trends

• Isolationist policies

What is the potential impact of a border adjustment tax on companies like Taiwan Semiconductor?

• It would force them to relocate

• It would decrease their flexibility

• It could enhance their situation

• It could limit their market reach

What is the speaker's view on the future of trade agreements?

• They will be renegotiated rather than ended

• They will be completely abolished

• They will remain unchanged

• They will only benefit large corporations