Standard Chartered Profit Misses

The video discusses the current state of value and growth stocks, highlighting the strong performance of value stocks, particularly in financials and energy sectors, while growth stocks show weakness. It examines the impact of market expectations and the yield curve on investment strategies, with a focus on Europe and emerging markets. The discussion shifts to the potential of emerging markets, emphasizing the importance of country-specific strategies, particularly in Brazil, India, and Korea, while remaining cautious about China.

What has been the trend of emerging market stocks compared to developed market equities?

Which countries are mentioned as having potential investment opportunities?