Where's the Value in Emerging Market Stocks?

The video discusses Turkey's economic challenges, including the potential need for higher interest rates or capital controls, and the unlikelihood of foreign bailouts. It explores investment opportunities in emerging markets, highlighting low PE ratios and risks in FX. The discussion also covers safe havens like the Japanese yen and the impact of US dollar strength on gold and other currencies.

What are the potential solutions discussed for Turkey's economic issues?

How do political and structural economic issues affect Turkey's economy?

What factors contribute to the attractiveness of emerging markets according to the discussion?

In what ways is the Japanese yen viewed in the context of the current economic situation?

What challenges does Japan face in raising interest rates?