Janus's Maris Sees 'Tremendous Opportunities' in Bifurcated Market

The video discusses the current state of global markets, highlighting the bifurcation between overextended and undervalued sectors. It examines the implications of the earnings season, interest rates, and inflation on market dynamics. The discussion also covers emerging markets, particularly China, and evaluates investment opportunities in the US tech sector. The speaker emphasizes the importance of long-term investment strategies and the potential for value generation in mispriced markets.

What are the implications of rising rates on equities according to the speaker?

Which emerging markets does the speaker find attractive and why?

What is the speaker's perspective on the valuation of Alibaba compared to Procter and Gamble?