Indifferent View of EM Will Continue Into 2019, Says Javelin's Davies

The video discusses the factors influencing investor risk in emerging markets, emphasizing the need for currency stability and clarity from the US Federal Reserve. It highlights the potential for Asian markets to offer good value once currency uncertainties are resolved, and identifies key inflection points that could drive increased interest in these markets.

What factors are necessary for investors to increase their risk in emerging markets compared to safer markets like the US?

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How does the speaker describe the current view of emerging markets?

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What does the speaker suggest is needed from the Federal Reserve to encourage investment in emerging markets?

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What is the expected impact of currency stability on earnings growth in Asia?

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What does the speaker mean by 'inflection point' in the context of investment interest?

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