Morgan Stanley Sees MSCI EM at 1050 by End of 2019

The video discusses global economic trends, highlighting growth stabilization in China and India, and a weakening dollar. It analyzes market performance, predicting a shift in fund allocation towards emerging markets like Brazil and India. The video also examines the DRAM market, noting Korea's neutral position and the potential for non-tech value stocks to lead in the rally.

Why does the speaker believe that non-tech value stocks are more interesting to buy early on in the rally?

What challenges does the Chinese Internet sector face that may affect investment decisions?