Deep Dive: Emerging Market Outflows, Hong Kong's Economy

The video discusses significant outflows from emerging market equities, despite their strong performance compared to developed markets. It highlights the impact of a strengthening dollar and lower long-term yields. The US economy shows positive signs with strong retail sales and improved GDP tracking for Q2, contrasting with Hong Kong's economic shrinkage due to a weakening property market and reduced Chinese tourism. The Hong Kong dollar's peg to the US dollar is also noted as a contributing factor to economic challenges.

What does the data from Morgan Stanley indicate about emerging market equity and ETF outflows?

How do the current trends in emerging markets compare to developed markets this year?

What factors are contributing to the sell-off in emerging market equities?

What is the significance of the Atlanta Fed GDP now tracker in the context of economic indicators?

What are the reasons behind the unexpected shrinking of Hong Kong's economy in the first quarter?