Trade Tensions Have Created Opportunity in EM, Says First Franklin's Ewing

The video discusses the potential overpricing of emerging markets due to trade wars, highlighting two perspectives for asset managers. It suggests that if trade deals are reached with countries like Japan, Mexico, and China, there could be significant opportunities in global markets. The video emphasizes the impact of trade tensions on market entry points, particularly in emerging markets, and compares their performance to U.S. markets. It also discusses long-term trends since 2016 and the influence of the dollar's value on these markets.

What are the two camps that an asset manager can look at regarding emerging markets?

What opportunities does the speaker believe exist in the current market conditions?

How have trade tensions affected the emerging markets according to the speaker?

What is the speaker's perspective on the potential for China in the next few months?

What long-term trend does the speaker believe is affecting the dollar and emerging markets?