Tencent, Alibaba Are 'Interesting' at Current Levels, Crestone's Haslem Says

The video discusses market trends, focusing on the potential for further volatility in emerging markets due to factors like the US 10-year yield and trade tensions. It highlights the decision to adjust US equities positions in response to a maturing economic cycle and ongoing US-China trade disputes. The impact of these factors on Asian economies and investment opportunities in sectors like technology and financials is also explored.

What is a potential risk factor for emerging markets mentioned in the first section?

• European Union regulations

• Middle East conflicts

• Brexit negotiations

• US-China trade war

Why did the speaker decide to adjust their position in US equities?

• Due to a decline in the US economy

• Because of a maturing economic cycle

• In response to European market growth

• To increase exposure to emerging markets

Which countries are mentioned as being more insulated from the trade war's impact?

• Korea and Singapore

• India and Indonesia

• Thailand and Malaysia

• Vietnam and Philippines

What sector is highlighted as an area of interest in the third section?

• Automotive

• Healthcare

• Real Estate

• Technology

Which companies are mentioned as potential long-term investments?

• Samsung and LG

• Apple and Microsoft

• Tencent and Alibaba

• Sony and Panasonic