Nuveen's Malik on Global Markets

The video discusses the Federal Reserve's current stance on interest rates, predicting no further hikes in the near term but no cuts in 2024. It highlights the strong US economy, despite rising consumer delinquencies and employment market cracks. Opportunities in US technology stocks and emerging markets like Japan, Indonesia, Brazil, and Mexico are explored, considering challenges like a strong dollar and China's economic issues. The video suggests being selective in emerging markets, focusing on regions with strong fundamentals.

What is the speaker's perspective on Japan's economic performance?

What are the reasons for the speaker's optimism about certain emerging markets?

In what ways does the speaker suggest balancing a portfolio outside of the US?