BlackRock: Emerging-Market Stocks Buoyed by Weaker Dollar Under Biden

The video discusses the impact of the RCEP trade deal on emerging markets, highlighting the overweight position in emerging market equities due to factors like a Biden presidency and its modest negative impact on the dollar. It emphasizes China's role in virus control and its influence on market sentiment. The video also covers the benefits of cyclical global growth for emerging markets and the importance of diversifying portfolios by including both US and Chinese markets.

What is one reason the speaker is optimistic about emerging markets?

• A decline in global trade

• A weak Chinese economy

• A Biden presidency

• A strong US dollar

How does the speaker view China's handling of the virus?

• As a failure compared to the rest of the world

• As a reason to avoid investing in Asia

• As irrelevant to market dynamics

• As being ahead of the curve

What is the expected impact of the global growth upswing on emerging markets?

• It will only benefit developed markets

• It will benefit them due to higher gearing

• It will negatively affect them

• It will have no impact

Why does the speaker emphasize owning both US and China in a portfolio?

• To minimize investment risks

• To achieve a diversified portfolio

• To avoid emerging markets

• To focus solely on developed markets

What is the 'big delta' mentioned by the speaker?

• The difference in virus containment strategies

• The gap in investment between US and China

• The disparity in trade agreements

• The variation in currency values