Emerging-Market Valuations Look Attractive, DWS's Taylor Says

The video discusses the current state of the stock market, focusing on emerging markets and their potential for growth. It highlights the possibility of rallies in China and Brazil due to economic momentum and political changes. However, it also points out the challenges posed by a rising dollar, interest rates, and trade uncertainties. The potential for dollar weakness to act as a catalyst for market change is explored, with emphasis on the impact of US fiscal policy and infrastructure spending.

What role does the speaker believe dollar weakness could play in the market?

What implications does the speaker suggest might arise from the Democrats winning the lower house?