Principal Global's West Sees Opportunities in India

The video discusses market trends, focusing on the Shanghai market and the challenges in calling a market bottom. It highlights investment strategies, particularly in China, and the shift from financials to low-beta stocks. The global economic outlook remains positive, with growth around 4%. Emerging markets face challenges due to trade rhetoric and strong dollar impacts. Opportunities are identified in Asia, especially in India, while caution is advised for markets like Malaysia.

What are the potential opportunities in emerging markets according to the speaker?

Which markets or sectors are considered to have stronger domestic fundamentals?