China Mobile, Telenor Favored, Wells Fargo Asset's Hartman Says

The video discusses the current market uncertainty and the potential impact of the Federal Reserve's actions, including a dovish hike. It highlights the economic data and global forecasts, particularly the slowdown in China and trade war impacts. The discussion covers market valuation in the context of geopolitical uncertainty, including trade wars and Brexit. Investment opportunities and risks are explored, focusing on dividend-yielding stocks and duration risks. The video also emphasizes the potential in international markets and low volatility stocks, with a focus on companies like China Mobile and Telenor.

What is the market's expectation regarding the Fed's rate hikes as discussed in the video?

• Multiple rate hikes next year

• Possibly just one rate hike

• No rate hikes at all

• Rate cuts instead of hikes

What are the two major global issues mentioned that could impact economic forecasts?

• Political instability and currency fluctuations

• Structural slowdown in China and trade wars

• Climate change and inflation

• Technological advancements and unemployment

What is the current valuation of the S&P as mentioned in the video?

• 25 P

• 10 P

• 15 P

• 20 P

Which type of stocks are recommended for investment during market volatility?

• Emerging market stocks

• Cryptocurrencies

• Low volatility stocks with good dividend yields

• High-risk tech stocks

What is the potential impact of the US dollar on the global economy as discussed?

• It will strengthen and benefit developed markets

• It will weaken and benefit emerging markets

• It will have no significant impact

• It will cause global inflation