State Street's Weis on China Economy, Fed Policy, Emerging Markets

The video discusses the economic challenges and strategies in China, focusing on Evergrande and market management. It highlights the regulatory risks in Chinese equities and the potential for growth. The discussion shifts to inflation, the Fed's policies, and their impact on the US market. Finally, it addresses the hurdles in emerging markets and investment strategies, emphasizing the need for careful stock selection.

What are the implications of the trade data on China's economic strategy?

How has inflation been characterized in the context of the current economic situation?

What role does the Fed's tapering play in the economic outlook for the coming year?