Mobius: Los ME se han volcado al crecimiento interno

The video discusses potential disruptions to emerging markets, focusing on trade tensions and aggressive monetary policies. It highlights the shift from export-led growth to internal growth in countries like China and India. The impact of US trade policies on emerging markets, particularly in Southeast Asia, is also examined.

What impact could a belligerent US trade policy have on emerging markets?

How is China expected to adapt if it is shut off from exports to the US?