Where to Look for Green Shoots in Emerging Markets

The video discusses the differences between past economic crises, like the Asian crisis, and current economic conditions in emerging markets. It highlights the risks associated with hot money and the challenges of economic performance. The discussion covers growth models, emphasizing the need for new strategies as globalization slows. The impact of central bank policies, particularly in the US, is examined, along with trade issues affecting emerging markets. The video concludes by exploring opportunities in countries with improving current accounts.

What were the key factors that contributed to the Asian crisis according to the text?

How does the current external debt situation of countries like Brazil compare to the past crises mentioned?

What challenges do emerging markets face in terms of economic performance and external debt?

What is the significance of domestic demand-led growth in the context of emerging markets?

How does the current account deficit affect countries like India as mentioned in the text?

What are the potential risks of a crisis in emerging markets as discussed in the text?

What role does China play in the current economic dynamics of emerging markets?