Finding Global Opportunities in Equities, Commodities

The video discusses the need for selectivity in global markets, highlighting opportunities in emerging markets and Europe. It explores the potential for a secular rally in emerging markets, driven by dollar weakness and stabilizing earnings. The impact of anti-globalization sentiment on these markets is considered, noting their relative economic closure. The video also examines the energy market, with a focus on OPEC's strategy and its effects on emerging markets.

What are the key factors contributing to the current opportunities in emerging markets according to the text?

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How does the speaker view the relationship between dollar weakness and commodities?

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What is the significance of the earnings cycle mentioned in the text?

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In what ways does globalization impact emerging markets as discussed in the text?

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What are the expectations for energy prices and their effect on emerging markets?

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