BlackRock's Bisat: Emerging-Market Rally Has Room to Run

The video discusses the significance of market indicators like the MSSI Emerging Market Index and RSI, highlighting their historical impact on market trends. It explores recent market trends, external influences such as Jackson Hole and BOJ, and the influx of money into asset classes. The analysis of ETF flows and investment strategies is covered, emphasizing the role of big banks. Finally, insights into portfolio management and market outlook are provided, focusing on valuation and fundamental stories.

What is the speaker's perspective on the potential for further rally in the market despite bad technicals?

What does the speaker suggest about the fundamental story and valuations in the current market?