May Be Too Premature to Jump Into EM: StanChart’s Robertsen

The video discusses the shift in market sentiment from optimism to pessimism, highlighting the impact on emerging markets and the strength of the dollar. It explores global growth concerns, the role of central banks in response to COVID-19, and the implications of China's regulatory environment on global equity markets. The discussion includes the potential for opportunities in emerging markets, the influence of the Fed's tapering announcement, and the uncertainty created by China's regulatory actions.

In what ways does the zero COVID strategy affect the attractiveness of assets in certain economies?

What challenges do global equity markets face regarding policy uncertainty in China?