Emerging Markets Could See Rally Into 2019, Says Jefferies Darby

The video discusses the impact of US equities on Asian markets, highlighting a relief rally and potential easing in financial conditions. Optimism is noted in Asian markets, with upgrades in Vietnam and Indonesia. Japan's economic outlook is examined, focusing on monetary policy and corporate governance issues. The potential of China's market is explored, considering trade tensions and tax relief measures.

What factors contributed to the relief rally in US equities?

How have the long bonds in the United States behaved recently?

What is the significance of the drop in oil prices for equities?

What changes have been made to the Asian and M complex according to the speaker?

What are the concerns regarding corporate governance in Japan?

What is the outlook for the Chinese market according to the speaker?

How does the speaker view the impact of tax relief on the equity market in 2019?