Asian Emerging Markets to Outperform in Early Part of 2020: Tribeca

The video discusses the progression of trade phases and the ongoing discussions between Europe and the US. It highlights how markets have adapted to geopolitical uncertainties, with equity markets reaching all-time highs. Despite expected volatility, the global economic outlook remains positive, driven by liquidity and potential growth in Europe. Emerging markets, particularly in Asia, are seen as attractive despite valuation concerns, with expectations of earnings upgrades and growth sustainability in China.

What has been a key factor in the equity market's ability to reach all-time highs despite geopolitical tensions?

• Increased consumer spending

• Support from central banks

• Decreased global trade

• Rising interest rates

What is a potential outcome for Europe if a substantial trade deal is reached?

• Re-rating of both bond and equity markets

• Decrease in bond yields

• Increase in trade tariffs

• Reduction in fiscal stimulus

Why do UK and European markets appear attractive compared to US equities?

• Lower inflation rates

• Stronger currency value

• Resolution of some uncertainties

• Higher interest rates

What is a significant factor affecting the performance of emerging markets in Asia?

• Strong currency appreciation

• Trade uncertainties impacting earnings

• Decreased foreign investment

• High inflation rates

What is China's focus to ensure sustainable growth?

• Increasing export tariffs

• Deleveraging while maintaining growth targets

• Reducing foreign investments

• Expanding its manufacturing sector