Is It a Good Time to Get Into Emerging Markets?

The video discusses investment opportunities in emerging markets, focusing on equities over credit and the potential for generating alpha. It highlights the volatility and stability in developed markets, particularly in China, and the impact of political events like elections and Brexit on market stability. The search for yield in emerging markets debt and the challenges in European markets post-Brexit are also explored. The video concludes with a discussion on global risks and geopolitical instabilities, emphasizing the impact of populism and anti-globalization on market functions.

What is the main reason for the underperformance of emerging markets in recent years?

• High inflation rates

• Political instability

• Full valuations in developed markets

• Lack of technological advancement

What has contributed to renewed confidence in China's economic stability?

• Expansion of the manufacturing sector

• Stabilization of oil prices and consumer growth

• Reduction in government debt

• Increased foreign investments

Why is the search for yield compared to 'Where's Waldo'?

• Because it is not important

• Because it is constantly moving

• Because it is easy to find

• Because it is only found in developed markets

What is a potential benefit of a divided government in the US?

• Increased market volatility

• Faster policy changes

• Higher inflation rates

• Slower and more measured policy changes

What is a major concern for investors regarding Brexit?

• Increased foreign investments

• Long-term uncertainty and trade changes

• Reduction in consumer spending

• Immediate economic growth

What is a potential risk associated with a more populist global view?

• Higher economic growth

• Stable geopolitical alliances

• Increased globalization

• Anti-globalization movements

What is a key factor that markets dislike according to the discussion?

• Low volatility

• Certainty in policy

• Wholesale changes

• Slow and measured changes