Nuveen CIO Malik on Global Markets

The video discusses the potential of emerging markets, highlighting factors like earnings estimates, valuation, and monetary policy. It emphasizes the role of China in global trade and consumer growth, noting the impact of its reopening. The discussion also covers the influence of commodities and the shift to renewables. The US earnings season is analyzed, with concerns about revenue growth and pricing power. The video suggests that emerging markets may offer better alignment with realistic earnings expectations.

What are the three main reasons the speaker likes emerging markets?

• Earnings estimates, valuation, and monetary policy

• Political stability, high GDP growth, and low inflation

• Technological advancement, strong currency, and high exports

• Low unemployment, high consumer confidence, and strong infrastructure

Which country is mentioned as having stable growth and nice investments?

• India

• Mexico

• Indonesia

• South Korea

How does China's reopening affect trade in emerging markets?

• It strengthens trade prospects

• It causes trade to stagnate

• It has no impact on trade

• It decreases trade opportunities

What is a direct way to gain exposure to the Chinese consumer market?

• Investing in US technology firms

• Investing in Macau gaming

• Investing in European luxury goods companies

• Investing in Australian services

What is the speaker's concern regarding US earnings growth?

• US companies have no pricing power

• US earnings growth is too high

• Revenue growth may not sustain due to pricing power issues

• Earnings growth is expected to be negative