How does the speaker describe the valuations in India?
Which EM Assets Are Looking Attractive Now?
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The video discusses the current state of global markets, highlighting India's market isolation from trade wars and its premium valuations. It identifies emerging markets, private equity, and real estate as high-risk investment areas. The speaker believes emerging markets will be attractive in 2019 due to their recent downturn and suggests tactical opportunities in currency markets, particularly involving the US dollar and emerging market currencies.
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1.
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3 mins • 1 pt
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2.
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What is the speaker's stance on the currency side regarding emerging markets?
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