How to Invest Amid Anti-Globalization Sentiment

The video discusses global economic trends, focusing on the US, emerging markets, and China. It highlights the impact of Fed policies, the rise of populism, and the challenges faced by commodity producers. The analysis includes investment strategies for emerging markets, emphasizing the importance of valuation and fundamentals. The discussion also covers China's economic outlook, debt issues, and the potential effects of Fed rate hikes on global markets.

In what ways does the speaker suggest that emerging markets can be advantageous for investors?

What concerns does the speaker express regarding China's economic situation?