Wells Fargo Is Neutral by and Large on Emerging Markets: Schlossberg

The video discusses the economic outlook for 2022, highlighting expected moderation in growth and inflation. It examines the challenges faced by emerging market equities, including lower valuations and headwinds from a strong dollar. The outlook for big tech stocks is also covered, with a focus on the impact of rising bond yields. Additionally, the video explores the risks and challenges for emerging markets, such as political instability and dollar-denominated debt.

What is the expected trend for economic growth in 2022 according to the transcript?

• Rapid growth throughout the year

• Moderating growth with some fluctuations

• Significant decline in growth

• No growth expected

How might the Federal Reserve's approach to monetary policy change in 2022?

• They will adopt a more cautious approach

• They will completely stop all monetary interventions

• They will maintain the same level of stimulus

• They will increase aggressive stimulus

What factor is expected to provide support for emerging market equities in 2022?

• Decreasing interest rates

• Strong economic growth in 2021

• Lower valuations compared to US equities

• High inflation rates

Which sector is Wells Fargo Investment Institute still constructive on?

• Emerging market stocks

• Small-cap stocks

• High-quality stocks with strong balance sheets

• Low-quality stocks

What is a potential benefit for long-duration tech stocks in 2022?

• Higher inflation rates

• Easing pressure on interest rates

• Stronger dollar

• Increased fiscal stimulus

Which Asian economy is well-placed due to semiconductor exports?

• Indonesia

• Japan

• India

• Taiwan

What is a significant risk factor for emerging markets in 2022?

• Low interest rates

• Decreasing dollar strength

• Regulatory crackdowns in China

• Stable political environments