Brazil Stocks Favored, Robeco's Fedeli Says

The video discusses the shift from growth to value investment, highlighting the importance of evaluating fundamentals and sustainability of earnings. It explores emerging markets, focusing on Brazil's ambitious economic reforms and the structural changes in China's economy. The discussion also touches on geopolitical risks in Latin America and the impact of populist policies.

Why is it important to consider the fundamentals of companies when evaluating value stocks?

In what ways are emerging markets like China changing their economic focus?