Wells Fargo's Samana Looks to EM as Dollar Has 'Run a Little Too Far'

The video discusses the current state of emerging markets, highlighting their potential value and challenges. It examines market valuations, the impact of US economic performance, and the role of active versus passive investing. The discussion also covers the influence of US policies on emerging markets and provides insights into future market strategies, suggesting a tilt towards emerging and developed markets.

In what ways can investors distinguish between value and value traps in emerging markets?

What strategies should investors consider in light of the current economic climate and market conditions?