Believe in Growth, Believe in Emerging Markets: Amoroso

The video discusses the belief in growth and its impact on emerging markets, focusing on the roles of the ECB and BOJ in supporting growth. It analyzes the economic paths of Russia, India, and Brazil, highlighting India's reforms and Brazil's challenges. The discussion also covers investment strategies, emphasizing the importance of considering both growth and value. The video concludes with an examination of Russia's economic situation and its geopolitical context.

What are the key factors that differentiate India's growth story from that of Brazil and Russia?

How does the perception of Mr. Putin in Russia compare to his perception in adjacent nations?

What changes are suggested for the Central Bank of Russia regarding the ruble?