Strategist Sharma Likes 'Collateral Damage' Emerging Markets

The video discusses investment strategies during uncertain times, highlighting opportunities in Eastern European economies that are performing well despite market sell-offs. It suggests exploring emerging markets, particularly through equal-weighted indexes, as they offer potential under-the-radar trades. The video also presents a contrarian view, emphasizing the potential value in markets like China and currencies from Mexico to Turkey, which are currently undervalued.

Which Eastern European countries are highlighted as good investment opportunities?

• Norway, Sweden, and Finland

• Spain, Portugal, and Greece

• Poland, Hungary, and the Czech Republic

• Germany, France, and Italy

What is the speaker's suggestion for an under-the-radar trade in emerging markets?

• Focusing on real estate

• Buying an equal-weighted emerging market index

• Investing in technology stocks

• Investing in gold

What has been the trend in emerging markets over the last few years according to the speaker?

• A focus on small-cap stocks

• An increase in real estate investments

• A concentration in mega caps

• A decline in technology stocks

What is the speaker's contrarian call for the next three to five years?

• Investing in renewable energy

• Buying US tech stocks

• Focusing on MSCI China

• Investing in European bonds

Which currencies are mentioned as trading at record low valuations?

• Mexican Peso and Turkish Lira

• British Pound and Swiss Franc

• Japanese Yen and Australian Dollar

• US Dollar and Euro