What is the speaker's perspective on emerging markets in light of the trade deal uncertainty?
S&P 500 Resistance Seen Around 3,200: RiverFront Investment
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The video discusses the current state of global stock markets, highlighting overbought conditions in the S&P 500 and global stocks. It examines economic pressures in Europe and Asia, noting some positive GDP data from France and Italy. The discussion covers investor sentiment, sector rotation, and the impact of trade deals on emerging markets, particularly China and Japan. The video concludes with insights on market volatility and potential strategies to mitigate risks.
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OPEN ENDED QUESTION
3 mins • 1 pt
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How does the speaker characterize the current investment strategy towards Japan?
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