Golden Equator Wealth: Favor EM Value Stocks Over EM Growth Stocks

The video discusses the current investment risks in China, drawing parallels to Russia's political risks under Putin. It highlights the crowded nature of the short China trade and the potential for sanctions similar to those on Russia. The discussion also covers the impact of increased regulation in China and the broader implications for global markets. Finally, it explores opportunities in emerging markets, with a focus on African currencies and Russian equities.

What are the implications of the 'crowded trade' mentioned in the text?

According to the text, which regions or markets are suggested as safer investment options?