Emerging Stocks Favored Over U.S., T. Rowe Price's Poullaouec Says

The video discusses market conditions and investment strategies, focusing on asset allocation between equities and bonds. It highlights opportunities in emerging markets due to favorable valuations and potential growth in China. Risks are acknowledged, but some are seen as priced in, with potential positive surprises from fiscal stimulus and changes in US monetary policy. The video also addresses concerns about volatility and currency impacts in emerging markets.

What is the current investment stance regarding equities and bonds?

• Underweight equities over bonds

• Underweight bonds over equities

• Overweight bonds over equities

• Overweight US equities over emerging markets

Which market is favored within the equity sector according to the strategy?

• European market

• US market

• Japanese market

• Emerging market

What potential positive surprise is mentioned that could impact Asian markets?

• US economic slowdown

• Japanese monetary policy

• Chinese growth stabilization

• European fiscal stimulus

What is a concern raised about emerging markets despite their potential?

• Lack of investment opportunities

• High inflation rates

• Greater volatility and defaults

• Strong currency performance

What factor has negatively impacted emerging market currencies?

• Low interest rates

• High global inflation

• Strong US dollar

• Weak US dollar