Is Now the Time to Buy Emerging Markets?

The video discusses the potential for growth in emerging markets, focusing on valuation, positioning, and growth factors. It highlights the role of China and India in driving economic momentum and the impact of the Fed's dovish policy. The discussion covers currency fluctuations, policy uncertainty, and their effects on asset prices. The video also explores asset allocation strategies and market trends, emphasizing the importance of supply-side reforms in China.

What challenges are mentioned regarding the global growth environment?

What is the significance of supply-side reform in China as discussed in the text?