East Capital Says It's Time to Look Into Emerging Markets Once Again

The video discusses the performance of US equities compared to global markets since 2018, highlighting the US's outperformance. It explores the growing interest in emerging markets due to their attractive valuations and long-term growth stories, contrasting them with the US's macroeconomic strength driven by tax reforms. The video also addresses the impact of trade tensions on market sentiment, noting that while trade is a significant concern, its effects are more pronounced on exporters than on domestic markets.

What has been the trend of US equities compared to the rest of the world since early 2018?

• US equities have underperformed.

• US equities have been volatile.

• US equities have outperformed.

• US equities have remained stable.

Why are investors increasingly interested in emerging markets?

• Due to high inflation rates.

• Because of attractive valuation levels.

• Because of political stability.

• Due to currency depreciation.

What is a key difference between the US market and emerging markets according to the discussion?

• US market relies on financial engineering.

• US market relies on long-term reforms.

• Emerging markets focus on tax reforms.

• Emerging markets have no growth stories.

How does trade uncertainty affect investor sentiment?

• It has no impact.

• It creates positive sentiment.

• It causes significant concern.

• It leads to increased investments.

What is the current status of trade deals involving China and the US?

• They have been finalized.

• They are at the beginning stages.

• They have been abandoned.

• They are nearing completion.