BlackRock's Cohen Says Rally in Emerging-Market Assets Has 'Further to Go'

The video discusses the recent rally in emerging markets, driven by trade talks and a weaker US dollar. It highlights the significant gains in Chinese stocks, fueled by stimulus measures, but warns of potential overbought conditions. The impact of US-China trade negotiations on global markets is examined, noting the risk of volatility but also the potential for a beneficial outcome. The US economic outlook is analyzed, considering the effects of past tax cuts and the search for yield in a slower global economy.

How might the performance of Chinese stocks influence global investor confidence?

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In what ways could geopolitical hype affect market stability?

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What are the implications of the US economic data on global markets?

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