Vontobel's Timblick Sees Opportunity in EM Long-Term

The video discusses the concept of 'emerging markets' and suggests it may be outdated, emphasizing the need for a more geographical and country-specific analysis. It highlights the actions of central banks in countries like Turkey, Indonesia, and India, raising interest rates amid economic risks. The discussion then shifts to China's economic situation, noting its unique fundamentals and potential investment opportunities despite short-term volatility. Concerns about China's non-performing loans (NPLs) are addressed, with reassurance that the government is taking measures to mitigate risks.

What are the implications of viewing emerging markets as a geographical and individual country basis?

How do central banks' actions in countries like Turkey, Indonesia, and India reflect on the global economic outlook?

In what ways can short-term volatility in emerging markets create investment opportunities?

What concerns are associated with non-performing loans (NPLs) in China, and how has the government addressed these issues?

Discuss the significance of the Chinese government's understanding of systemic risk in relation to its financial system.