Deutsche Bank's Spencer Sees 'Very Moderate' Growth Slowdown in Asia

The video discusses the current state of emerging markets, highlighting a moderate slowdown in growth. It examines the potential instability in financial markets due to US economic performance and Fed rate hikes. The US-China trade war is analyzed, noting its modest impact so far but potential for escalation. The video also explores challenges in China's economic policies, particularly regarding foreign investment and state-owned enterprises.

What factors are contributing to the moderate slowdown in emerging markets?

Discuss the significance of domestic demand versus external demand in the context of the current economic situation.

What are the implications of rising interest rates on countries reliant on international capital inflows?

How might the US-China trade war impact emerging markets in the near future?

What challenges do foreign investors face in China according to the text?