UBS's Dennis Sees EM Rising 5% by End of Year

The video discusses recent market trends, focusing on the US economy, Fed policy, and the impact of a strong dollar on emerging markets. It evaluates investment opportunities in these markets, particularly in China and Mexico, and considers the implications of Italy's economic situation on global markets.

What is one reason the speaker believes the US dollar might be peaking?

• The US economy is expected to grow significantly.

• There is a massive flow of money into the US.

• The dollar is likely to be flat or slightly lower going forward.

• Central banks are not responding well.

Which countries are mentioned as having limited deterioration in emerging market fundamentals?

• Argentina, Turkey, and Brazil

• Mexico, Canada, and Italy

• India, Indonesia, and China

• Turkey, Brazil, and South Africa

What is the speaker's view on investing in high-risk markets like Turkey or Argentina?

• They are the best opportunities in decades.

• They are not recommended due to timing difficulties.

• They are expected to outperform core countries.

• They are considered bargain basement opportunities.

How does the speaker view the potential for a sharp slowdown in China?

• It is highly likely and will affect global markets.

• It will have no impact on emerging markets.

• It is extremely low and unlikely to spook the asset class.

• It will lead to a major economic crisis.

What is the speaker's opinion on Mexico's economic classification?

• Mexico's economy is too unstable to classify.

• Mexico is an emerging market with undervalued assets.

• Mexico is a developed market.

• Mexico is not considered an emerging market.

What is a potential risk mentioned for Mexico's economy?

• A sharp increase in inflation.

• An aggressive fiscal expansion by the new president.

• A decrease in foreign investments.

• A significant drop in oil prices.

How does the speaker suggest differentiating between economies?

• By their stock market performance.

• By their GDP growth rates.

• By distinguishing well-run economies from less stable ones.

• By their currency strength.