State Street: We Want to Buy EM Stocks But Sentiment Needs to Improve

The video discusses the current state of emerging market stocks, highlighting their undervaluation and potential for growth. It addresses the impact of geopolitical stress and trade wars on market sentiment, which affects investment decisions. The discussion also covers China's economic slowdown, its structural nature, and the potential for government stimulus to boost growth. Overall, the video provides insights into the factors influencing emerging market investments and the broader economic landscape.

Discuss the potential for growth in emerging markets despite geopolitical stresses.

What indicators suggest that the Chinese economy may not return to double-digit growth?