Looking to Emerging Markets for Global Equity Value

The video discusses the current trends in global markets, focusing on the performance of European and US stocks, and the potential of emerging markets. It highlights the valuation discounts in Europe and the challenges faced by emerging markets like Brazil and India due to oil price fluctuations. The video also provides investment strategies, emphasizing the importance of being country and stock-specific. It concludes with insights into Russia and Korea as potential investment opportunities, considering their economic conditions and market dynamics.

What challenges does India face as an oil importer according to the discussion?

What are the potential investment opportunities in Russia as mentioned in the text?