VanEck's Gurushina on EM Economy Outlook

The video discusses the current state of emerging markets (EM), highlighting the success of small cap stocks and the mixed performance of EM economies. India is noted as a success story due to its growth and digitization efforts. China's role as a global growth driver is examined, with a focus on its long-term economic strategy and potential decoupling from traditional roles. The video also explores the potential of Latin American economies, particularly Brazil, which has implemented reforms leading to unexpected growth. The discussion concludes with insights into China's market strategy and the challenges it faces.

Discuss the significance of Brazil's economic reforms in the context of emerging markets.

What are the potential challenges for China in changing its growth model?