Focusing More on Valuations Than Top-Line Growth: SEI's Lau

The video discusses market valuation with a focus on diversified portfolios, emphasizing valuation over growth or quality. It highlights opportunities in sectors like autos and industrials, and countries such as Korea and Thailand. The analysis of Asia value stocks suggests potential for future growth despite current pullbacks. The impact of Fed easing and currency movements on emerging markets is also explored, with a recommendation for investors to focus on valuation for long-term returns.

What factors are influencing the investment strategies discussed in the text?

What is the speaker's view on the impact of central banks dropping rates on emerging markets?