A Top Contrarian Investment Idea for 2024

#Morningstar  #EmergingMarkets #StockMarket
The time may be right for these out-of-favor stocks to finally reverse course.
00:00 Introduction
00:30 Will Emerging-Markets Equities Ever Reemerge?
01:13 Emerging Markets and US Exceptionalism
03:14 Challenges Facing Emerging Markets
04:01 Investing in Emerging Markets and China’s Markets
05:51 Long-Term Strategic Case for Emerging Markets
06:25 Catalysts for Emerging Markets
08:38 High-Quality Companies
Read: Will Emerging-Markets Equities Ever Reemerge?
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