Macquarie's Shvets Says Trump Won't Succeed at Tax Reform

The video discusses the potential impacts of US tax and healthcare reforms under the Trump administration, highlighting skepticism about their success. It shifts focus to the strong performance of Asian markets, particularly excluding Japan, and examines China's significant role in global economic stimulation. The discussion concludes with an analysis of emerging markets, emphasizing the influence of reflation and the potential for these markets to outperform developed ones, depending on economic conditions.

What are the potential consequences of commodity reflation on global demand?

How might emerging markets perform in relation to developed markets in the coming year?

What factors could lead to a 'stuckflation' scenario as mentioned in the discussion?