Valuations in Emerging Markets, Asia Look Attractive, Says Newton Investment’s Flood

The video discusses the implications of a phase one trade deal on corporate behavior, highlighting the role of tariffs and geopolitical tensions. It examines the bond market's manipulation through quantitative easing and zero interest rate policies, and predicts a potential rise in interest rates. The speaker identifies investment opportunities in semiconductors and industrials, suggesting a positive outlook on the economic cycle despite high valuations in safe-haven assets.

What factors might influence corporates' actions based on a trade deal?

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How do geopolitical tensions relate to trade deals according to the text?

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What is the speaker's perspective on the bond market and its manipulation?

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What opportunities does the speaker see in the semiconductor and industrial sectors?

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How might a strong trade deal impact investment strategies according to the speaker?

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