Emerging Markets Are Very Compelling, Says M&G's Vohora

The video discusses current market conditions, highlighting the potential for investment in global equities due to significant discounts. It emphasizes the US market's resilience and opportunities in sectors like financials. Additionally, emerging markets are noted for their compelling fundamentals and earnings growth.

What was the performance of global equity markets in 2018?

• They ended on a strong note.

• They ended in the red.

• They remained stable.

• They showed mixed results.

Why is the current period considered a good opportunity for long-term investors in global equities?

• Because markets are at an all-time high.

• Because markets are at a 15 to 20% discount.

• Because interest rates are low.

• Because there is no risk involved.

Which geographical market is highlighted as still being interesting despite slower growth?

• European market

• Asian market

• US market

• African market

In which sectors within the US market are opportunities particularly noted?

• Financials and cyclical sectors

• Consumer goods and services

• Technology and healthcare

• Real estate and utilities

What is the outlook for emerging markets according to the transcript?

• They are overvalued.

• They are too risky to consider.

• They have strong fundamentals and earnings growth.

• They are expected to decline further.