Strategist Sharma Likes 'Collateral Damage' Emerging Markets

Strategist Sharma Likes 'Collateral Damage' Emerging Markets

Assessment

Interactive Video

Business

University

Hard

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The video discusses investment strategies during uncertain times, highlighting opportunities in Eastern European economies that are performing well despite market sell-offs. It suggests exploring emerging markets, particularly through equal-weighted indexes, as they offer potential under-the-radar trades. The video also presents a contrarian view, emphasizing the potential value in markets like China and currencies from Mexico to Turkey, which are currently undervalued.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

According to the speaker, what is the significance of the next three to five years for certain investments?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What currencies does the speaker mention as being at record low valuations?

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