Expect U-Shaped, Rather Than Sharp V-Shaped, Recovery, Pendal Group's Amy Xie Patrick Says

The video discusses the current state of global markets, focusing on the impact of COVID-19 and the potential shapes of economic recovery. It highlights China's role in providing a blueprint for recovery, examining its stimulus measures and their effects on housing and infrastructure. The discussion extends to emerging markets, exploring the challenges and opportunities in EM assets and bonds, with a particular focus on China's economic strategies.

What factors contribute to the uneven experience of emerging markets as discussed?

How does the speaker view the future of EM bonds in the current market context?

What are the expected trends in savings and investment behavior post-crisis according to the text?