NFJ's Mowrey on Global Markets

The video discusses the Bloomberg dollar index trends, highlighting the potential weakening of the dollar due to inflation and interest rate changes. It explores opportunities in emerging markets, emphasizing the steep discounts in valuations and the potential for growth, particularly in stocks like Alibaba. The video also addresses market risks, the importance of diversification, and the attractive growth potential in certain sectors. It examines earnings expectations, market dislocations, and the energy sector's valuation, providing insights into investment strategies and market dynamics.

What historical context is provided regarding emerging market investments?

What is the author's perspective on the future of earnings revisions in the market?

How does the text describe the relationship between energy prices and energy stocks?