Rooney Vera: I Like MSCI Emerging Markets Now

The video discusses the implications of the US-China trade tensions, highlighting China's significant impact and the flexibility of emerging market central banks to adjust monetary policies. It explores the potential for rate cuts due to low inflation and economic growth concerns. The discussion also covers investment opportunities in emerging markets, particularly in China, Brazil, and Mexico, emphasizing the importance of cautious investment strategies amid market volatility.

What is one reason why emerging market central banks have flexibility in their monetary policy?

• Low inflation rates

• High inflation rates

• Strong economic growth

• High unemployment rates

Why is there speculation about rate cuts by central banks in Asia?

• Because of strong economic growth

• Due to low inflation and concerns about growth

• Due to high inflation

• Because of high unemployment

What could prompt the Federal Reserve to consider cutting rates?

• Improved trade relations with China

• Deterioration in trade talks with China

• High inflation in emerging markets

• Stable economic growth in the US

Which sector in China was a top pick due to expected trade accords?

• Energy

• Healthcare

• Consumer discretionary

• Technology

What strategy was recommended to protect returns in the face of market complacency?

• Buying puts on equities

• Selling bonds

• Investing in real estate

• Buying stocks