Finding an Emerging Market Haven Amid Trade Tensions

The video discusses insulated risks in emerging markets, highlighting Brazil and South Africa as positive examples. It examines India's election and its impact on reforms, suggesting a reduced majority for Modi could be beneficial. The China trade war is analyzed, with the suggestion that it may not significantly impact economies but affects confidence. Supply chain shifts are explored, with Taiwan and Southeast Asia as beneficiaries. Finally, China's economic stimulus measures are discussed, with potential positive effects on markets despite trade tensions.

What role does Taiwan play in the context of the changing supply chains?

What is the significance of the Chinese GDP growth rate in relation to emerging markets?

What does the speaker suggest about the future of policy stimulus in China?