Sebastien Page Says Commodities Are Only One Part of EM Equities Story

The video discusses the potential impact of a trade war on global markets, focusing on emerging market equities and the role of commodities. It highlights the increasing influence of high-tech companies like Alibaba and Tencent in these markets. The discussion also covers the concept of global synchronized growth and the potential effects of trade issues on this growth. Finally, it addresses market volatility, risk-taking, and the possibility of mean reversion in the context of a prolonged bull market.

How might a trade war impact emerging markets according to the text?

What factors should be considered when evaluating emerging market equities?

What is the significance of commodities in the context of emerging market equities?

Discuss the concept of global synchronized growth as mentioned in the text.

What are the potential risks associated with high expectations in the market?