We’re Positive on Emerging Markets, Says Nuveen’s Malik

The video discusses the outlook for global markets, highlighting a weaker dollar and synchronized global growth as positive factors for non-U.S. markets. Emerging markets, particularly in Asia, are expected to benefit from strong earnings growth driven by consumer revival, vaccine rollouts, and cost-cutting measures. The video emphasizes the potential in China, Taiwan, and Korea, with a focus on technology and consumer sectors. Additionally, Latin American markets like Brazil and Mexico are anticipated to recover significantly as they catch up post-pandemic.

What is the expected impact of a weaker dollar on non-U.S. markets?

• It will have no impact.

• It will only affect U.S. markets.

• It will be negative for non-U.S. markets.

• It will be positive for non-U.S. markets.

Which factor is NOT mentioned as a driver for strong earnings growth in emerging markets?

• Revival of the consumer

• Vaccine rollout

• Increased government spending

• Cost-cutting measures during the pandemic

Why is China considered an attractive market according to the video?

• Expanding consumer class

• Limited technology growth

• High valuations

• Decreasing population

Which sector in China is highlighted as benefiting from the rollout of 5G?

• Manufacturing

• Agriculture

• Healthcare

• Gaming

What is the expected benefit for Latin American markets like Brazil and Mexico?

• Increased tourism

• Higher oil prices

• Stronger local currencies

• Vaccine rollout