De Mello: Lower Emphasis On China Growth

The video discusses the current lack of appetite for Chinese investments due to political shifts towards authoritarianism. It explores investment opportunities in state-owned and domestic champion companies in China. The discussion then shifts to the investability of China amid political changes. The video also analyzes US corporate earnings and the market's reaction to potential Fed rate hikes. It concludes with the challenges faced by emerging markets, particularly in Asia, due to the Fed's monetary policies.

What are the potential consequences for stocks if the Federal Reserve maintains a peak rate of 5%?

What implications does the Federal Reserve's potential rate hike have for emerging market central banks?

How have Asian central banks been affected by the economic slowdown in China?