EM Preference Still Makes Sense: Citi Private Bank’s Peng

The video discusses the current economic landscape, focusing on reopening strategies, emerging markets, and China's regulatory environment. It highlights the impact of inflation and US interest rates on emerging markets, emphasizing the opportunities in reopening trades, tech corrections, and fixed income. The video also analyzes South Korea's market performance, considering the influence of Chinese credit conditions.

What are the three areas identified by the speaker that can be actionable for investment?

How does the speaker view the relationship between Korean and Chinese markets?

What is the speaker's outlook on the Korean market based on recent performance?