Emerging Markets Could Outperform Next Year: Value Partners’s Chung

The video discusses investment strategies focusing on credit selection and due diligence, combining bottom-up and top-down approaches. It highlights the impact of trade tensions on market sentiment and explores the valuation and potential of emerging markets. The analysis includes specific industries like 5G and supply chains, with predictions for future growth. The video also examines the outlook for commodities and the Hong Kong retail sector, emphasizing the importance of understanding market dynamics and economic indicators.

What is the outlook for emerging markets according to the discussion?

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Which industry group is suggested to be avoided and why?

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How do the earnings situations in Hong Kong retailers compare to those in China?

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