Sean Taylor y David Lafferty hablan de los mercados emergentes y de las materias primas

The video discusses the interplay of treasury, dollar, and crude markets, highlighting positive trends for the next six months. It examines regional market performances, particularly in Asia, Russia, and Brazil, and explores the growth in earnings and valuations in emerging markets. The impact of Fed policies on these markets is analyzed, noting a shift away from strong dollar concerns. Finally, the video addresses the declining correlation between commodity prices and emerging markets, with a focus on technology and consumer strength.

What are the key factors contributing to the positive market outlook for the next six months?

• Decline in technology stocks

• Increase in global inflation rates

• Weaker dollar, slower rate increases, and better commodity performance

• Stronger dollar and higher interest rates

Why are emerging markets expected to continue outperforming?

• Due to a decrease in global oil prices

• Because of a significant change in earnings and relative valuation

• Due to a decline in consumer demand

• Owing to a stronger dollar

What has been the trend in earnings for emerging markets this year?

• Earnings have been negative

• Earnings have increased by 24%

• Earnings have remained stagnant

• Earnings have decreased by 10%

How has the dependency of emerging markets on commodity prices changed over the years?

• It has remained the same

• It has increased significantly

• It has become negligible

• It has declined over the years

What are the new driving factors for emerging market growth?

• Greater focus on manufacturing

• Increased reliance on agriculture

• More technology and consumer strength

• Higher dependency on oil prices