We Are Overweight EM Equities, Says Barclays' Hobbs

The video discusses the current state of emerging markets, highlighting the bear market and insights from a hedge fund manager. It compares past trends with current challenges, focusing on economic and political issues. The impact of currency weakness and inflation on countries like Argentina and Turkey is also examined, with a focus on opportunities in more robust markets like Korea, Taiwan, and China.

What is the primary focus of the initial discussion on emerging markets?

• The influence of local politics

• The role of European markets

• The relationship with Saudi Arabia and the US

• The impact of technology on emerging markets

Which period is highlighted as having a perfect backdrop for emerging market growth?

• 2012 to 2013

• 2014 to 2015

• 2016 to 2017

• 2018 to 2019

What are some of the challenges currently faced by emerging markets?

• Lack of technological advancement

• Political stability

• Decreasing global trade

• Rising bond yields and trade tensions

Which countries are mentioned as facing economic difficulties due to weak currencies?

• India and Russia

• South Africa and Indonesia

• Brazil and Mexico

• Argentina and Turkey

Which emerging markets are considered to have potential opportunities despite current challenges?

• Brazil and Mexico

• South Africa and Indonesia

• India and Russia

• Korea, Taiwan, and China