Can't Paint EM With a Broad Brush Right Now, Says JPMorgan's Anderson

The video discusses the economic challenges and opportunities in emerging markets, focusing on the Argentina peso's depreciation and its impact on investors. It highlights Asia's relative economic resilience, particularly Korea's strong current account and reserves. The discussion also covers the effects of US-China trade tensions on global markets and the potential for long-term investment opportunities in Asia. The video concludes with a future outlook, suggesting that while 2018 may not offer much relief, structural opportunities in emerging markets remain intact for patient investors.

What has been the percentage change in the value of the Argentine peso against the dollar since the turn of the century?

• 5700%

• 3700%

• 2700%

• 4700%

Which region is currently seen as relatively immune to the economic issues affecting other emerging markets?

• Europe

• Latin America

• Asia

• Africa

Which country is highlighted as having a strong current account surplus and adequate reserves?

• Argentina

• India

• Brazil

• Korea

What is the current valuation gap between Asian and U.S. stocks compared to historical levels?

• The gap is the smallest since 2002

• The gap is the largest since 2002

• The gap is the same as in 2002

• There is no gap

What is the expected trend for the U.S. dollar in the next few years according to the discussion?

• It will depreciate

• It will remain stable

• It will fluctuate unpredictably

• It will appreciate