Still Too Early for Emerging Markets, Bruderman Brothers' Pursche Says

The video discusses recent earnings revisions, highlighting a positive outlook for US equities despite ongoing trade tensions. It examines the impact of the trade war on the US economy and global markets, noting that while the USMCA is beneficial, challenges with China persist. The discussion shifts to political risks, suggesting that US political stability may improve market performance. Finally, it explores investment strategies in emerging markets, emphasizing opportunities in Asia over other regions.

What is the primary reason for short to intermediate-term bullishness in US equities according to the video?

• The decline in global confidence in President Trump

• The recent boom in bottom-up earnings estimates

• The impact of the trade war on the US economy

• The performance of emerging markets

Which agreement is mentioned as a political and economic win for Canada and Mexico?

• CETA

• USMCA

• NAFTA

• TPP

How is global confidence in President Trump compared to other leaders like Vladimir Putin?

• Equal to Putin

• Lower than Putin

• Not mentioned

• Higher than Putin

Which region's emerging markets are considered more favorable according to the video?

• Africa

• Middle East

• Asia

• Latin America

What is the suggested approach for value investors looking at Asian emerging markets?

• Invest heavily in Latin America instead

• Be opportunistic and consider long-term investments

• Avoid investing due to high risk

• Focus only on developed markets