Emerging Markets Outperform Because They're Cheap, Says UBS's Volpon

The video discusses the outperformance of emerging markets, attributing it to their recovery from low valuations and strong growth fundamentals. It highlights Brazil's economic recovery from a severe recession, driven by political changes and reforms. The video also touches on the volatility in developed markets, particularly the United States, and the potential impact of Brazil's upcoming elections on its economic outlook.

What historical period is mentioned as a turning point for emerging markets' valuation?

• 2010-2011

• 2015-2016

• 2018-2019

• 2020-2021

What is a key factor contributing to the current growth in emerging markets?

• Decreasing foreign investments

• Low valuations from previous years

• Political instability

• High inflation rates

What is the forecasted growth rate for Brazil's economy as it recovers from recession?

• 2.5%

• 3.3%

• 4.0%

• 5.1%

What major political event is mentioned as influencing Brazil's economic outlook?

• A technological breakthrough

• A natural disaster

• An impeachment of the government

• A new trade agreement

What societal desire is highlighted as a driving force for change in Brazil?

• Expansion of military power

• Reform of current systems

• Technological advancements

• Increased foreign aid