Only a Matter of Time Before Jumping Back Into EM, Says Pictet's Donay

The video discusses the recovery signs in emerging markets, highlighting the MSCI Emerging Market Currency Index and stock indices like the Shanghai Composite. It notes the rally in Eurobonds from countries like Turkey and Argentina. Despite risks such as the US-China trade war and rising US Treasury yields, the stable dollar presents investment opportunities. Experts discuss the timing for investing in emerging markets, considering economic indicators and GDP growth targets. The video also covers recession indicators, emphasizing the density of economic cycles and the lack of early recession signals.

What recent trend has been observed in the MSCI Emerging Market Currency Index?

• It has experienced a significant drop since January.

• It has been declining for two consecutive weeks.

• It has remained flat for the past month.

• It has shown a second straight weekly gain.

Why is Christoph Donnie from Pictet cautious about investing in emerging markets?

• Due to high inflation rates in emerging economies.

• Because of the lack of clear recovery signs in emerging economies.

• Because emerging market valuations are too high.

• Due to the strong performance of developed market equities.

What is a key factor that Pictet is waiting for before investing in emerging equities?

• A rise in the US dollar value.

• An increase in global oil prices.

• A stimulus from Chinese authorities.

• A decrease in US Treasury yields.

What does the Conference Board leading index indicate about US recessions?

• It suggests that recessions are unpredictable.

• It indicates that the US economy is currently in a recession.

• It shows that a recession is imminent.

• It has predicted every US recession since the 1970s.

According to the discussion, what is the current status of recession signals in the US?

• The recession has already started.

• There are strong signals of an upcoming recession.

• There are no early signals of a recession anytime soon.

• The signals are mixed and unclear.