Emerging-Market Stocks May Have 'Quite a Good Year,' EFG Asset Says

The video discusses China's economic slowdown, highlighting the impact of credit growth deceleration and government deleveraging. It notes the introduction of stimulus measures, such as tax cuts and infrastructure projects, which are expected to stabilize the economy in the second half of the year. The discussion then shifts to investment in Chinese equities, considering the timing of market entry. Finally, the video explores the improving conditions for emerging market equities, driven by a dovish Fed, a weaker dollar, and attractive valuations.

In what ways have emerging market equities been affected by recent economic conditions?

What role does the Federal Reserve's policy play in the performance of emerging markets?