China, India Stocks Favored, Trilogy Global's Fernandes Says

The video discusses the impact of trade tensions and Fed policy on emerging markets, emphasizing that trade tensions are more significant as most rate hikes are over. It highlights the potential for market growth in China and India due to consumer optimism and real wage increases. The video also addresses market valuations, earnings growth, and the influence of currency fluctuations, suggesting that currency weakness won't hinder emerging market investments.

What is considered more significant for emerging market stocks in the coming year?

• Fed policy

• Inflation rates

• Trade tensions

• Interest rate hikes

What should investors focus on amidst the confusion from trade-related tweets?

• Political statements

• Currency exchange rates

• Long-term market fundamentals

• Short-term market fluctuations

What is the expected earnings growth for emerging markets next year?

• 10-15%

• 5-10%

• 20-25%

• 15-20%

Which two countries are highlighted as having significant consumer pools driving earnings growth?

• Brazil and Russia

• Indonesia and Turkey

• South Africa and Mexico

• China and India

How is the potential impact of a weaker dollar on emerging markets described?

• Irrelevant

• A major obstacle

• A minor inconvenience

• A potential boost