Very Interesting Valuations Opening up in EM, Says Tellimer’s Malik

The video discusses the impact of geopolitical risks on emerging and frontier markets, highlighting the challenges posed by US-China tensions and other global issues. It explores the potential opportunities in these markets, emphasizing the importance of interest rates and market valuations. The discussion also covers oil prices and their influence on market strategies. A significant focus is placed on Pakistan, where favorable valuations and economic policies present investment opportunities. The video concludes with an optimistic outlook on Pakistan's potential for structural change and growth.

What are the two main parts driving the bullish outlook on Pakistan's market?

What structural changes are occurring in Pakistan that could impact its market in the future?