Tencent, Samsung to Remain 'Solid,' Escala Partners' Murphy Says

The video discusses the strengthening of the U.S. dollar and its impact on markets, particularly commodities. It highlights the potential benefits of investing in emerging markets, which gain from global growth and commodity production. The speaker advises against viewing emerging markets as a generic asset class, emphasizing the importance of identifying value in specific countries and sectors. Solid companies like Tencent and Samsung are noted as stable investments in these markets.

Discuss the implications of viewing emerging markets as a generic asset class.

What are some examples of companies that clients own in emerging markets, and why are they considered solid?