Turnill: Emerging Markets Winning on Diminished Concerns

The video discusses the relative strength index of the MSI Emerging Markets Index, highlighting its recent high levels and potential risks. It explores the performance of emerging markets, driven by reduced concerns about China, the dollar, oil, and the Fed. The video advises caution but suggests buying on weakness, emphasizing the influence of global monetary policy and stable oil prices. It concludes with investment strategies, focusing on broad passive instruments and structural reforms in countries like Brazil, India, and China.

What does the relative strength index (RSI) indicate about the MSI Emerging Markets Index?

• It suggests a potential for further gains.

• It is at its lowest point since 2010.

• It is at its highest point since 2010, indicating a potential threat to the rally.

• It shows a stable market with no significant changes.

Which two factors are highlighted as key drivers for the emerging markets rally?

• High inflation rates and political stability

• Global monetary policy and oil price stabilization

• Technological advancements and trade agreements

• Increased consumer spending and tourism

What is the current trend in investment strategies for emerging markets?

• Investing in individual companies only

• Focusing on short-term gains

• Avoiding emerging markets due to high risk

• Investing in broad passive instruments like ETFs

Which areas are suggested for more selective investment in emerging markets?

• Markets with declining GDP

• Areas with structural reforms and self-sustaining growth

• Regions with political instability

• Countries with high inflation

What has been the trend in investor behavior towards emerging markets this year?

• There has been a significant inflow of funds into emerging markets.

• Investors are focusing only on developed markets.

• There is a trend of withdrawing investments from emerging markets.

• Investors have been avoiding emerging markets.