Conning's Franklin Says Be Very Selective on Emerging Markets

The video discusses current market trends, focusing on carry trades and emerging markets. It highlights the importance of being selective in emerging market investments due to varying economic conditions and central bank policies. Some economies offer tactical opportunities due to proactive rate adjustments, while others face challenges due to retrograde policies. The discussion emphasizes the need for strategic investment decisions in the context of global economic shifts.

What are the selective and tactical opportunities mentioned in the context of emerging markets?

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How does the text describe the current state of emerging economies?

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What factors contribute to the structural issues in some emerging economies?

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What is the significance of central banks having two-way policy flexibility?

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What caution is advised regarding investments in emerging markets?

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