China, Thai, Brazil, Russia Stocks Favored, DWS's Taylor Says

The video discusses the exuberance in emerging market trades, driven by global factors rather than local ones. It highlights the expected lower GDP growth in China and the impact of currency sensitivity on markets like India. The video also explores opportunities in domestic markets, such as China, Russia, and Brazil, while addressing political risks in Thailand and the potential impact of Indian elections on market volatility.

What are the three areas that have been discounted the most relative to fundamentals?

What potential impact could the Indian election have on the market?