Wells Fargo's Samana Looks to EM as Dollar Has 'Run a Little Too Far'

The video discusses the current state of emerging markets, highlighting their potential value and challenges. It examines market valuations, the impact of US economic performance, and the role of active versus passive investing. The discussion also covers the influence of US policies on emerging markets and provides insights into future market strategies, suggesting a tilt towards emerging and developed markets.

Which countries are highlighted as having potential value in emerging markets?

• India, Indonesia, and Vietnam

• China, Taiwan, and South Korea

• Russia, Ukraine, and Belarus

• Brazil, Argentina, and Mexico

What is the significance of the 6% yield level in emerging market bond ETFs?

• It represents the average yield over the past decade.

• It marks the peak of market performance.

• It is a threshold for drawing in investors.

• It indicates a decline in investor interest.

Why is active management preferred over passive investing in the current market scenario?

• Passive investing is more volatile.

• Active management can better identify value and avoid traps.

• Active management is cheaper.

• Passive investing has outperformed for the last nine years.

How does the U.S. economic performance affect emerging markets?

• It has no impact on emerging markets.

• It leads to increased commodity prices.

• It strengthens emerging market currencies.

• It attracts inflows to the U.S., affecting emerging markets negatively.

What is the suggested investment strategy in light of the current economic conditions?

• Focus solely on U.S. markets.

• Tilt towards emerging and developed markets.

• Invest heavily in commodities.

• Avoid all international investments.