MLIV Pulse: Which macro theme will impact emerging markets the most this year?

The video discusses the impact of China's reopening on emerging markets, highlighting the shift from mining stocks to trade and consumer focus. It addresses low inflation in emerging markets, providing policymakers with flexibility, while developed markets face inflation challenges. The global economy is sluggish, affecting China's manufacturing output. Despite this, emerging markets offer attractive valuations, drawing foreign investors.

What role does consumer behavior play in the economic landscape of Asia?

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In what ways are foreign investors responding to the emerging markets?

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