Emerging Stocks Favored Over U.S., T. Rowe Price's Poullaouec Says

The video discusses market conditions and investment strategies, focusing on asset allocation between equities and bonds. It highlights opportunities in emerging markets due to favorable valuations and potential growth in China. Risks are acknowledged, but some are seen as priced in, with potential positive surprises from fiscal stimulus and changes in US monetary policy. The video also addresses concerns about volatility and currency impacts in emerging markets.

How does the speaker view the allocation towards emerging markets compared to US markets?

What are the current risks and headwinds mentioned in the context of the market?

What factors could potentially stabilize Chinese growth according to the discussion?

What are the potential positive surprises mentioned that could affect the market?

What is the speaker's perspective on the volatility and defaults in emerging markets?