We Are Overweight EM Equities, Says Barclays' Hobbs

The video discusses the current state of emerging markets, highlighting the bear market and insights from a hedge fund manager. It compares past trends with current challenges, focusing on economic and political issues. The impact of currency weakness and inflation on countries like Argentina and Turkey is also examined, with a focus on opportunities in more robust markets like Korea, Taiwan, and China.

What is the significance of the chart mentioned in the text regarding crude prices and emerging markets?

Why does the speaker believe there are still opportunities in certain emerging markets despite the challenges?