Which EM Assets Are Looking Attractive Now?

The video discusses the current state of global markets, highlighting India's market isolation from trade wars and its premium valuations. It identifies emerging markets, private equity, and real estate as high-risk investment areas. The speaker believes emerging markets will be attractive in 2019 due to their recent downturn and suggests tactical opportunities in currency markets, particularly involving the US dollar and emerging market currencies.

What is the impact of trade wars on India's market valuations?

• They cause valuations to decrease.

• They have no impact.

• They lead to premium valuations.

• They make valuations unpredictable.

Which market is mentioned as having a good track record despite premium valuations?

• Brazil

• Russia

• China

• India

Which of the following is NOT mentioned as a high leverage area in global credit markets?

• Technology sector

• Real estate

• Private equity

• Emerging markets

Why are emerging markets considered attractive in 2019?

• Because of low interest rates

• Owing to high inflation rates

• Because of significant past downturns

• Due to stable political conditions

What is a suggested tactical opportunity in the currency market?

• Avoiding currency investments

• Investing in cryptocurrencies

• Focusing on the US dollar against emerging markets

• Investing in the Euro