Asian Emerging Markets to Outperform in Early Part of 2020: Tribeca

The video discusses the progression of trade phases and the ongoing discussions between Europe and the US. It highlights how markets have adapted to geopolitical uncertainties, with equity markets reaching all-time highs. Despite expected volatility, the global economic outlook remains positive, driven by liquidity and potential growth in Europe. Emerging markets, particularly in Asia, are seen as attractive despite valuation concerns, with expectations of earnings upgrades and growth sustainability in China.

Discuss the implications of low bond yields in Germany on global trade.

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What are the expected trends in emerging markets for this year?

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