A Lot of Asian Markets Look Very Cheap Now, Says Coutts' Keleman

The video discusses the impact of trade tensions on Asian and emerging markets, highlighting opportunities in these regions. It examines the role of interest rates, particularly the Fed's actions, on market dynamics. The discussion also covers Russia's investment potential due to its strong fundamentals and energy exposure. India's market characteristics, including its growth rate and valuation concerns, are analyzed, emphasizing the importance of economic fundamentals in driving equities.

What factors are contributing to the volatility in Asian markets according to the text?

How does the Federal Reserve's actions impact emerging markets?

What are the reasons for the positive outlook on Russia as an investment?

Why is India considered a different case compared to other emerging markets despite having a current account deficit?

What economic fundamentals are driving equities in emerging markets according to the discussion?