Gabelli Fund's Ward Is Bearish and Underweight Emerging Markets

The video discusses the bearish sentiment on emerging markets, highlighting their high beta nature and potential value traps. It contrasts this view with other investors who believe emerging markets will outperform despite Federal Reserve rate hikes. The long-term investment potential is acknowledged, but concerns about a strong dollar and China's economic challenges are raised. The impact of the dollar on emerging markets, particularly in terms of exports and debt, is also examined.

What is the speaker's overall sentiment towards emerging markets?

What does the speaker suggest about investing in emerging markets for the long term?

What factors does the speaker believe could negatively impact emerging markets?

What is the speaker's opinion on the potential for a 'Minsky moment' in China?

How does the speaker view the relationship between the dollar and emerging markets?