Now is the time to step up and buy emerging markets (EMs), says Joe Quinlan.

He sees the second half of the year an opportunity to buy EMs that includes Malaysia.

Joe also talks about how the trade tensions has overshadowed news on good corporate earnings in the US.

He also reminds investors not to forget about US tax reforms.

We also discuss how much attention should investors be giving to the spat between the US and its key trade partners as we head into the second half of the year.

See omnystudio.com/listener for privacy information.