Trade Tensions Have Created Opportunity in EM, Says First Franklin's Ewing

The video discusses the potential overpricing of emerging markets due to trade wars, highlighting two perspectives for asset managers. It suggests that if trade deals are reached with countries like Japan, Mexico, and China, there could be significant opportunities in global markets. The video emphasizes the impact of trade tensions on market entry points, particularly in emerging markets, and compares their performance to U.S. markets. It also discusses long-term trends since 2016 and the influence of the dollar's value on these markets.

What are the two perspectives on trade tensions discussed by the speaker?

• Opportunities in emerging markets and risks in developed markets

• Focus on domestic markets and ignoring international opportunities

• Cooler heads prevailing and deals being worked out

• Trade tensions escalating and markets collapsing

According to the speaker, which market is expected to respond favorably to a trade deal with the US?

• European markets

• Japanese markets

• Mexican markets

• Canadian markets

What does the speaker believe about China's position in the market?

• China's market is stagnant and unchanging

• China's market is declining rapidly

• China is in an excellent position for upside

• China is in a weak position with no growth potential

How have emerging markets performed relative to US markets since 2016?

• Emerging markets have consistently outperformed US markets

• Emerging markets have underperformed compared to US markets

• Emerging markets have matched the performance of US markets

• Emerging markets have shown no significant trend

What factor does the speaker mention as adding to trade tensions?

• The decline of the pound

• The rise of the dollar

• The decline of the yen

• The rise of the euro