Nikko Asset Management on EM strategy

The video discusses the performance and investment strategies in emerging markets, focusing on regions like Asia, EMEA, and Latin America. It highlights China's economic challenges, including inflation and deflation, and India's growth driven by reforms. The impact of Japan's market on emerging markets is also explored, along with sector-specific investment strategies, emphasizing healthcare, industrials, and technology.

What are the two types of inflation occurring in China as mentioned in the text?

What structural changes in India are highlighted as positive for investment?

How might the resurgence of developed markets, particularly Japan, impact investments in emerging markets?