Emerging-Market Valuations Look Attractive, DWS's Taylor Says

The video discusses the current state of the stock market, focusing on emerging markets and their potential for growth. It highlights the possibility of rallies in China and Brazil due to economic momentum and political changes. However, it also points out the challenges posed by a rising dollar, interest rates, and trade uncertainties. The potential for dollar weakness to act as a catalyst for market change is explored, with emphasis on the impact of US fiscal policy and infrastructure spending.

What is the current state of emerging markets according to the video?

• They are expected to decline further.

• They are currently at their peak.

• They lack a clear catalyst for outperformance in the short term.

• They are expected to outperform in the short term.

What is the potential economic outlook for China by the end of the year?

• China is expected to maintain its current economic state.

• China is expected to face economic decline.

• China is expected to experience a financial crisis.

• China is expected to rally due to better economic momentum.

What are the major headwinds mentioned in the video?

• Rising dollar, interest rates, and trade uncertainties.

• Stable dollar, increasing interest rates, and trade agreements.

• Falling dollar, decreasing interest rates, and stable trade.

• Rising dollar, decreasing interest rates, and trade agreements.

How might dollar weakness serve as a catalyst for market changes?

• By increasing interest rates.

• By causing a financial crisis.

• By reducing trade uncertainties.

• By signaling the end of rate rises in the US.

What political change in the US could impact fiscal policy?

• Republicans winning the lower house.

• A new president being elected.

• Democrats winning the lower house.

• A change in the Supreme Court.