We Are Neutral on EM Equities, Says JPMorgan's Craig

The video discusses the current state of emerging markets, focusing on economic data from China and the impact of targeted stimulus measures. It highlights the potential risks and opportunities in these markets, considering factors like currency depreciation, central bank policies, and oil prices. The discussion also covers the implications of China's stimulus on Asian economies and the need for a differentiated approach to investing in emerging markets.

What are the potential risks associated with the US dollar's depreciation?

What factors are contributing to the balanced view on emerging markets?

What is the significance of relative valuation arguments in the context of emerging markets?

In what ways could China's economic stimulus measures impact global markets?

How might the depreciation of the Chinese currency affect other Asian economies?