China a Bargain? 'Getting There,' Research Affiliates' Arnott Says

The video discusses market trends, focusing on Chinese stocks and the impact of trade tensions. It explores recession risks, particularly in the US, and their effects on emerging markets. The video compares valuations between US and emerging markets, highlighting investment opportunities in undervalued regions like Russia and Turkey. Strategies for investing in these markets are also discussed.

What historical trends suggest about the potential rebound of Chinese stocks?

How do trade tensions impact the market dynamics according to the text?

Discuss the implications of a potential recession in the US on emerging markets as described in the text.

What is the significance of the Shiller PE ratio mentioned in the context of emerging markets?

What strategies does the speaker suggest for investing in out-of-favor markets?