JPMorgan Makes a Contrarian Call on Emerging Markets

The video discusses recent market trends, focusing on a shift towards emerging markets due to observed divergences between the US and global markets. It highlights the potential for higher volatility and upside in emerging markets, while also considering the relative trade perspective. The discussion includes the bearish sentiment in international markets, opportunities in bear markets, and the expected economic convergence. The impact of trade tariffs on the US market and earnings growth is also analyzed, emphasizing the need for strategic allocation in emerging markets.

What potential risks are associated with investing in emerging markets according to the speaker?

What is the speaker's outlook on U.S. earnings growth for the upcoming year?