Indifferent View of EM Will Continue Into 2019, Says Javelin's Davies

The video discusses the factors influencing investor risk in emerging markets, emphasizing the need for currency stability and clarity from the US Federal Reserve. It highlights the potential for Asian markets to offer good value once currency uncertainties are resolved, and identifies key inflection points that could drive increased interest in these markets.

What is a key factor that investors need to see before taking more risks in emerging markets?

• Lower unemployment rates

• Currency stability

• Increased government spending

• Higher inflation rates

How do recent comments from the Federal Reserve affect emerging markets?

• They have no impact

• They encourage immediate investment

• They suggest a stable market

• They indicate potential rate increases

What might signal a change in the Federal Reserve's approach to rate increases?

• An indicator from the Federal Reserve that they are done with rate increases

• A decrease in US GDP

• A rise in US unemployment

• An increase in US exports

What makes Asian emerging markets appear attractive compared to the US?

• Stronger currency

• Lower interest rates

• Faster earnings growth in local currency terms

• Higher inflation rates

What happens when currency uncertainty is removed in Asian markets?

• Market interest decreases

• Earnings growth leads to attractive valuations

• Valuations become less attractive

• Earnings growth becomes less significant