Ashmore's Jan Dehn Sees Trump Benefiting Emerging Markets

The video discusses the impact of Trump's policies on emerging markets, highlighting that despite initial fears, these markets have benefited, with bonds and currencies performing well. It emphasizes the significant FX reserves held by emerging markets, which can be used as a defense against adverse US policies. The potential for trade wars, particularly between the US and China, is explored, with the conclusion that such a scenario is unlikely. The video also examines China's strategic shift from export-led to domestic demand-led growth, showcasing its effective management of economic transitions.

What is the significance of immigration to the U.S. economy as discussed in the text?

What transformation is China undergoing in response to external economic pressures?