2020 May Be a Good Year for Emerging Markets, Says Allianz GI’s Ghosh

The video discusses the current state of US equities, highlighting their attractive pricing amidst trade war tensions and a strengthening dollar. It explores the potential positive impact of any trade war resolution on emerging market stocks. The role of semiconductors in emerging markets, particularly in technology sectors like 5G and AI, is examined. The video also covers the outlook for precious metals, considering potential Fed rate cuts. Finally, it addresses the US economy's reliance on stimulus since 2009 and the likelihood of continued monetary support.

What are the implications of a potential slowdown in the US economy for investment strategies?

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In what ways has the global economy been reliant on stimulus since 2009?

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