BlackRock's Cohen Says Rally in Emerging-Market Assets Has 'Further to Go'

The video discusses the recent rally in emerging markets, driven by trade talks and a weaker US dollar. It highlights the significant gains in Chinese stocks, fueled by stimulus measures, but warns of potential overbought conditions. The impact of US-China trade negotiations on global markets is examined, noting the risk of volatility but also the potential for a beneficial outcome. The US economic outlook is analyzed, considering the effects of past tax cuts and the search for yield in a slower global economy.

How might the performance of Chinese stocks influence global investor confidence?

In what ways could geopolitical hype affect market stability?

What are the implications of the US economic data on global markets?