Emerging Markets Is the Opportunity Here, Says HSBC's Laidler

The video discusses the current state of the US and global markets, highlighting the broader earnings story beyond tech, with financials being a major driver. It notes the US market's 25% earnings growth and reduced valuations, suggesting continued support. The discussion shifts to emerging markets, which have underperformed but present opportunities due to low valuations and potential growth. The speaker suggests a balanced approach to investing in both US and emerging markets, considering different risk profiles and potential earnings growth.

What is the anticipated impact of US cooling on emerging markets?

What factors contribute to the attractiveness of the US market in the current cycle?