GW&K's Fernandes Says BABA Breakup Is a Game Changer

The video discusses the evolving landscape of emerging markets, focusing on China's pivotal role. It highlights Alibaba's restructuring as a significant shift in the Chinese tech sector, potentially influencing other companies like Tencent and Baidu. The discussion also covers China's regulatory changes, emphasizing a shift towards growth. The impact of banking turmoil in the US and Europe on emerging markets is analyzed, with a focus on the resilience of EM banks. The video concludes with a comparison of investment opportunities in China and India, noting the high valuation of the Indian market.

What are the implications of the consumer health in China for future economic growth?

How does the current valuation of the Indian market compare to that of the Chinese market?

What are the potential risks and opportunities for investors looking at China and India?