Emirates NBD's Gravier on U.S. Stimulus Relief Bill, the ECB's Upcoming Decisions

The transcript discusses the potential for 7% growth in the US economy, the role of the Fed in managing interest rates, and strategic asset allocation in emerging markets. It highlights the importance of patience in monetary policy, the performance of global markets, and the impact of inflation. The discussion also covers China's export growth and regional investment strategies, particularly in Asia and the UAE.

What is the speaker's perspective on emerging markets in the context of strategic asset allocation?

What is the speaker's outlook on the Federal Reserve's actions in the near future?

What are the implications of China's export numbers as discussed in the text?