Emerging-Market Stocks May Have 'Quite a Good Year,' EFG Asset Says

The video discusses China's economic slowdown, highlighting the impact of credit growth deceleration and government deleveraging. It notes the introduction of stimulus measures, such as tax cuts and infrastructure projects, which are expected to stabilize the economy in the second half of the year. The discussion then shifts to investment in Chinese equities, considering the timing of market entry. Finally, the video explores the improving conditions for emerging market equities, driven by a dovish Fed, a weaker dollar, and attractive valuations.

What are some of the challenges facing China's economy as it matures?

• Decreasing foreign investments

• Increasing inflation rates

• Rising unemployment

• Cyclical headwinds and deleveraging

What is the expected time lag for the effects of China's stimulus measures?

• 9 months

• 6 months

• 12 months

• 3 months

Which of the following is NOT a stimulus measure mentioned in the video?

• Reserve requirement ratio cuts

• Interest rate hikes

• Infrastructure projects

• Tax cuts

What recent changes in the global economy could benefit emerging market equities?

• A weaker oil price

• A stronger dollar

• A more hawkish Federal Reserve

• Higher interest rates

Why might emerging market equities be attractive this year?

• Because of last year's underperformance

• As a result of rising commodity prices

• Due to high inflation rates

• Owing to increased government spending