We Desperately Want to Buy Emerging Market Stocks, Says State Street’s Veitmane

The video discusses the risks and opportunities in emerging markets, highlighting their potential for growth despite political and trade challenges. It emphasizes the importance of investor sentiment and market valuation, particularly the PE ratio differences between emerging and developed markets. The speaker analyzes charts to illustrate these points and suggests that while emerging markets are currently discounted, stabilization could lead to strong appreciation. The overall message is cautious optimism, with a focus on monitoring economic conditions and sentiment.

How do the valuations of emerging markets compare to developed markets?

What is necessary for the stabilization of the economic backdrop in emerging markets?