China, India Stocks Favored, Trilogy Global's Fernandes Says

The video discusses the impact of trade tensions and Fed policy on emerging markets, emphasizing that trade tensions are more significant as most rate hikes are over. It highlights the potential for market growth in China and India due to consumer optimism and real wage increases. The video also addresses market valuations, earnings growth, and the influence of currency fluctuations, suggesting that currency weakness won't hinder emerging market investments.

What factors are considered more important for emerging market stocks going forward?

What is the expected earnings growth for emerging markets next year?

How do trade tensions between major economies affect emerging markets?

What is the significance of the correlation between EM stocks and the S&P 500?

What are the implications of currency weakness for emerging market investing?