Strategist Sharma Sees EM Role Reversal After 'Lost Decade'

The video discusses the contrasting performance of emerging markets and the US market over the past decade, highlighting the role of the US dollar's strength in this dynamic. It explores the potential for a reversal in fortunes, with emerging markets possibly outperforming in the future. The impact of trade tensions and deglobalization trends on global markets is examined, with a focus on how these factors might influence investment strategies. The video also identifies potential opportunities in emerging markets, particularly in countries less reliant on global trade, such as Vietnam, Thailand, and Mexico.

How do trade tensions between the US and China impact emerging markets?

What are some of the countries mentioned that could benefit from the deglobalization trend?

In what ways has the economic landscape changed for Mexico compared to China over the past 20 years?