Sean Taylor de Deutsche Asset dice que las tendencias de largo plazo son positivas

The video discusses the outlook for emerging markets, highlighting the impact of a weaker US dollar and potential corrections due to dollar strengthening. It covers the volatility in these markets, investment strategies, and the performance of different regions, with a focus on China and Latin America. The video also examines China's economic indicators, such as consumer confidence and offline sales, and their influence on market dynamics.

What is a potential cause for a market correction in the short term?

• Decrease in internet stocks

• Strengthening of the U.S. dollar

• Political stability in Russia

• Increase in oil prices

Which region is expected to lead the next phase of the rally in emerging markets?

• Europe

• Australia

• North America

• Latin America

What percentage of the emerging markets' return this year has come from China?

• 50%

• 30%

• 20%

• 40%

What is the current state of consumer confidence in China?

• At a two-decade low

• Stable

• At a two-decade high

• Declining

Which sector has outperformed expectations in the market recently?

• Healthcare

• Technology

• Financials

• Energy