JPM's Kelly Says Put an Extra Chip on the Table in EM Bets

The video discusses economic concerns, particularly fears of a recession, and highlights the high valuations in US equities and fixed income. It suggests that investors should consider increasing their international exposure, as international stocks are cheaper and could benefit from a potential decline in the US dollar. The focus is on emerging markets, especially in Asia, which may outperform due to a revival in global trade. The video also compares investment opportunities in Asia and Latin America, noting political issues in the latter. East Asia's reliance on global trade is emphasized as a potential advantage.

Which regions does the speaker suggest focusing on for emerging markets?

How does the speaker view the relationship between global trade and East Asia?