One More Leg Down Needed in Emerging Markets to Get Exposure, Forster Says

The video discusses the impact of trade wars on emerging markets, suggesting a strategic reweighting for long-term exposure. It highlights market dispersion, with varying central bank actions in Turkey, Argentina, and Asia. The potential yield curve inversion and its effects on market volatility are examined. US market fundamentals are strong, but high valuations and liquidity concerns may lead to corrections. Trade tensions are expected to have a limited impact on US growth, with the economy remaining robust.

What is the teacher's thesis regarding emerging markets after the trade war?

What are the expected opportunities in emerging markets next year?

Discuss the significance of the divergence among markets mentioned in the text.

How do rising interest rates impact equity markets according to the discussion?

What does the speaker suggest about the fundamentals of the US economy?