EM Assets Offer Value, Says Bank of Singapore's CIO

The video discusses the impact of Chinese currency policies on market reactions, highlighting bearish sentiments due to tariffs and US-China relations. It explores the role of the dollar in emerging markets and the potential for currency peaks. The discussion also covers China's economic policies, including tax cuts and fiscal surplus, and their implications for market confidence.

In what ways can emerging market currencies provide opportunities for investors?

What indicators should investors look for to regain confidence in emerging markets?