A Lot of Asian Markets Look Very Cheap Now, Says Coutts' Keleman

The video discusses the impact of trade tensions on Asian and emerging markets, highlighting opportunities in these regions. It examines the role of interest rates, particularly the Fed's actions, on market dynamics. The discussion also covers Russia's investment potential due to its strong fundamentals and energy exposure. India's market characteristics, including its growth rate and valuation concerns, are analyzed, emphasizing the importance of economic fundamentals in driving equities.

What factors are currently affecting emerging markets according to the transcript?

• Trade tensions and a weaker dollar

• Trade tensions and a stronger dollar

• Political stability and a stronger dollar

• Political stability and a weaker dollar

How might the Federal Reserve's actions impact emerging markets?

• By increasing trade barriers

• By increasing inflation

• By missing expected rate rises

• By lowering interest rates

Why is Russia considered a positive investment opportunity?

• Due to its large current account deficit

• Because of its high inflation rates

• Because of its dependence on foreign investments

• Due to its strong energy sector and current account surplus

What is a notable characteristic of India's market compared to other emerging markets?

• Higher valuations and less state ownership

• Lower growth rate

• Greater exposure to international trade

• Higher state ownership of companies

Despite having a current account deficit, why is India still considered a strong market?

• Because of its dependence on oil

• Due to its high growth rate and economic fundamentals

• Because of its high inflation

• Due to its low growth rate