EM Small-Cap Stocks Outperform

The video discusses the growth potential of emerging markets, highlighting India and Brazil as success stories due to structural reforms and digitization. China's role as a global growth driver is examined, with a focus on its economic policies and long-term vision. The video also explores investment strategies in China, emphasizing the need for tactical approaches due to uncertainties in its growth model.

Discuss the significance of Brazil's economic reforms in relation to its growth.

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