Wells Fargo’s Jacobsen Likes Latin America, Emerging Europe

The video discusses the current valuation and visibility of Chinese stocks, highlighting the challenges in predicting profit streams. It suggests a strategic shift towards emerging markets excluding China, focusing on security selection rather than index-based approaches. The discussion emphasizes investment in consumer sectors that align with China's common prosperity goals. Additionally, it addresses the impact of geopolitical tensions on investment strategies, noting the similarities in approaches between President Biden and former President Trump.

How does the teacher differentiate between types of consumer companies in their investment strategy?

What is the teacher's perspective on the geopolitical tensions affecting investments in China?