RiverFront Investment Group's Felton on Asia Markets

The video discusses the impact of China's economic slowdown on global markets, highlighting its significant role in the MCI emerging market index. It explores investment strategies amidst the uneven global recovery and the spread of the Delta variant, emphasizing a balanced portfolio approach. The discussion also covers consumer sentiment and economic outlook, noting positive trends in retail sales and personal consumption despite concerns over potential new restrictions due to the Delta variant.

What has been the trend of China's share in the MCI emerging market index over the past decade?

• It has remained constant.

• It has been decreasing steadily.

• It has been fluctuating without a clear trend.

• It has been increasing for ten years before a slight decrease.

What approach is being taken to manage the portfolio in light of current market conditions?

• An exclusive focus on consumer discretionary stocks.

• A complete withdrawal from emerging markets.

• A barbell approach with a mix of technology and industrials.

• A focus solely on technology stocks.

How has the market's focus shifted in recent times according to the discussion?

• From inflation to earnings beats.

• From the virus to inflation.

• From earnings beats to the virus.

• From technology to consumer goods.

What is the general consensus regarding further lockdowns due to the Delta variant?

• Lockdowns will be limited to certain regions.

• Lockdowns will depend on infection rates.

• There will be widespread lockdowns.

• There will be no further lockdowns.

What has been the trend in consumer debt and retail sales in the U.S.?

• Both have been declining.

• Both have been moving in a positive direction.

• Retail sales are stagnant while consumer debt increases.

• Consumer debt is increasing while retail sales decline.