Emerging Market Asset Are Getting Cheaper, Says Pictet's Gaud

The video discusses the challenges and opportunities in emerging markets, focusing on the timing of investments and the role of central banks. It highlights the current economic issues faced by countries like India, including currency devaluation and potential interventions. The video also explores the potential for competitiveness and investment opportunities in emerging markets, despite uncertainties. The importance of stability in foreign exchange rates and the actions of central banks are emphasized as critical factors in determining the future of these markets.

What is a key factor in determining the right time to invest in emerging markets?

• The political stability of the region

• The availability of natural resources

• The timing of central bank interventions

• The level of inflation

What are some of the current issues faced by emerging markets?

• Trade deficits and high tariffs

• Currency depreciation and growth deceleration

• High inflation and unemployment

• Political instability and corruption

How might central banks respond to the challenges faced by emerging markets?

• By reducing foreign exchange reserves

• By implementing supportive economic measures

• By hiding from the issues

• By increasing interest rates

What potential action could signal support for India's economy?

• Issuing bonds

• Increasing import tariffs

• Issuing new currency notes

• Reducing interest rates

What opportunity might arise if the trade war softens?

• A decrease in global trade

• A rise in interest rates

• An increase in currency value

• A buying opportunity for quality assets