Dinning Sees Value in Emerging-Market Stocks, Commodities

The video discusses the current state of emerging markets, focusing on Asia and China. It highlights the flexibility of Chinese policymakers to ease policies if needed. The relationship between the dollar's strength and emerging market equities is explored, noting a divergence in their usual correlation. The commodity cycle is also examined, with Brazil identified as a potential beneficiary in the soybean market. Overall, the global economy is considered healthy, with opportunities in emerging market equities and commodities if the dollar remains stable.

What are the sentiment issues surrounding investments in China?

How do Chinese policymakers have room to ease policy?

What factors contribute to the underperformance of emerging market equities compared to the US?

In what ways might Brazil benefit from the current global economic situation?

What implications does a stable dollar have on emerging market equities and commodities?