East Capital Says It's Time to Look Into Emerging Markets Once Again

The video discusses the performance of US equities compared to global markets since 2018, highlighting the US's outperformance. It explores the growing interest in emerging markets due to their attractive valuations and long-term growth stories, contrasting them with the US's macroeconomic strength driven by tax reforms. The video also addresses the impact of trade tensions on market sentiment, noting that while trade is a significant concern, its effects are more pronounced on exporters than on domestic markets.

What factors have contributed to the outperformance of US equities since early 2018?

Why might investors be considering increasing their allocation to emerging markets?

What are some long-term stories about reforms in emerging markets mentioned in the text?

How has trade been characterized as an issue for investors according to the discussion?

What implications does trade have on the sentiment of investors?