We’re Positive on Emerging Markets, Says Nuveen’s Malik

The video discusses the outlook for global markets, highlighting a weaker dollar and synchronized global growth as positive factors for non-U.S. markets. Emerging markets, particularly in Asia, are expected to benefit from strong earnings growth driven by consumer revival, vaccine rollouts, and cost-cutting measures. The video emphasizes the potential in China, Taiwan, and Korea, with a focus on technology and consumer sectors. Additionally, Latin American markets like Brazil and Mexico are anticipated to recover significantly as they catch up post-pandemic.

What is the general view for the dollar's performance this year according to the text?

What factors are contributing to the positive outlook for emerging markets?

Which regions are highlighted as having potential for strong performance in emerging markets?

Which specific companies or sectors are mentioned as benefiting from the trends in emerging markets?

How are Latin American markets expected to perform as they recover from the pandemic?