China a Bargain? 'Getting There,' Research Affiliates' Arnott Says

The video discusses market trends, focusing on Chinese stocks and the impact of trade tensions. It explores recession risks, particularly in the US, and their effects on emerging markets. The video compares valuations between US and emerging markets, highlighting investment opportunities in undervalued regions like Russia and Turkey. Strategies for investing in these markets are also discussed.

What is a key factor that creates market bargains according to the video?

• Government interventions

• Stable economic conditions

• Fear and losses

• High investor confidence

How might a U.S. recession affect emerging markets?

• Emerging markets will outperform the U.S. market

• Emerging markets will become more expensive

• Emerging markets will remain unaffected

• Emerging markets will experience a sympathy decline

What was the Shiller PE ratio for emerging markets during the last U.S. bear market?

• 27 times earnings

• 38 times earnings

• 13 times earnings

• 31 times earnings

What is the investment strategy mentioned for markets that are out of favor?

• Focus on short-term gains

• Avoid them completely

• Invest only in high-performing markets

• Overweight them relative to other markets

Which countries are mentioned as being out of favor and dirt cheap?

• Brazil and India

• Russia and Turkey

• South Africa and Mexico

• China and Japan