Emerging Markets' 'Sustained Rally' Expected, Milltrust CEO Says

The video discusses the potential impact of rate hikes on markets, particularly focusing on emerging markets. It highlights the current weakness in these markets and the potential for a significant rally. The discussion also covers the US market's growth and its effect on credit spreads and default rates. The speaker emphasizes the long-term recovery prospects for emerging markets, citing the post-global financial crisis malaise. Investment opportunities in countries like China and India are explored, with a focus on the value offered by these markets.

What is the current state of emerging markets according to the first section?

• They have no potential for a rally.

• They are experiencing a period of weakness.

• They are at their strongest point since 1960.

• They are unaffected by dollar strength.

What is the expected trend for emerging markets as discussed in the first section?

• A decline in market value

• A sustained rally

• Stagnation

• A short-lived response

What is a major concern for international capital markets as discussed in the second section?

• Increasing default rates

• Rising interest rates

• Liquidity drying up

• Stable credit spreads

Which country is highlighted as a potential big recovery story in the third section?

• India

• China

• UAE

• Russia

According to the third section, which markets are considered to offer the greatest value?

• European markets

• North American markets

• Emerging markets

• Developed markets