Why a Fed Tightening May Not Be So Bad for Emerging Markets

The video discusses the effects of monetary tightening on emerging markets, highlighting Brazil and Indonesia's resilience during inflation cycles. It examines the dollar's influence on these markets and their fiscal cycles, noting potential disconnection from global trends. The video also analyzes China's economic landscape, focusing on regulatory impacts and market performance, particularly in the context of domestic investments and sanctions.

How did sanctioned companies in China perform compared to the Chinese index?

What is the significance of the 'southbound connect' in the context of the Chinese economy?