Nipun Capital on Global Markets

The video discusses market volatility driven by US-China geopolitical tensions and strategies to mitigate it by focusing on domestic stocks in emerging markets. It highlights the potential of Chinese stocks, particularly small and mid-cap segments, due to expected earnings growth. The discussion also covers the impact of China's reopening on emerging Asia, emphasizing domestic stories over global stocks. The video advises caution with semiconductors due to geopolitical risks and suggests safer sectors for investment. It concludes with an analysis of the dollar's impact on emerging markets, noting potential benefits from a slowdown in the dollar's strength.

In what ways are geopolitical tensions affecting the semiconductor sector?

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What impact does a strong dollar have on emerging market equities?

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