Emerging-Market Underdog Coming Into Its Own: EM Insight

The video discusses the rally of emerging market (EM) stocks, highlighting the strengths and weaknesses across different regions. While Asia faces challenges due to trade wars and political uncertainties, the EMEA region shows promising growth with rising earnings estimates and favorable currency conditions. The video explores the investment potential in EMEA, emphasizing its relative valuation and carry trade opportunities, making it a compelling choice for value investors.

What is the significance of the PE ratio in relation to EMEA stocks?

What does the text suggest about the potential of EMEA stocks in the context of emerging markets?