Vietnam, Bangladesh Markets Favored, Tellimer's Malik Says

The video discusses the market positions of Saudi Arabia and Egypt, highlighting Egypt's macroeconomic recovery and the limited reflection of this in its equity market. It then shifts focus to Kuwait's market and its inclusion in the Frontier index, critiquing the coherence of such indices. Finally, it examines the impact of US-China trade negotiations on global markets, particularly on Bangladesh and Vietnam, and the potential for market share growth in these regions.

Which two companies in Egypt have shown significant performance in the equity market?

• Bangladesh Bank and Vietnam Telecom

• Kuwait Finance House and Zain

• CIB and Global Telecom

• Saudi Aramco and SABIC

What is a major critique of the indices provided by MSSI and Footsie for frontier markets?

• They are too focused on technology sectors.

• They exclude important emerging markets.

• They are incoherent and include vastly different countries.

• They focus too much on large economies.

What is one potential benefit for Bangladesh and Vietnam from the US-China trade tensions?

• Increased foreign aid

• Higher tariffs on exports

• Diversion of purchasing from China

• Decreased foreign investment

What is the main focus of the Trump administration regarding trade issues as mentioned in the transcript?

• Securing a partial resolution of the trade issue

• Focusing on domestic economic growth

• Increasing tariffs on European goods

• Strengthening ties with African nations

Why might Vietnam not be a target for US trade protectionist policies before the next election?

• The US is focusing on European trade issues.

• Vietnam has a strong military alliance with the US.

• There is not enough time to focus on Vietnam before the election.

• Vietnam has no significant trade with the US.