Goldman Sachs' Dasani on EM Equities

The video discusses market optimism in 2023, focusing on the performance of DM and EM markets, particularly China and India. It highlights factors like the China reopening, semiconductor cycles, and monetary policies affecting EM markets. The outlook for China and India is positive, with growth expected in consumer recovery and manufacturing. Valuations in these markets are analyzed, and recent PBOC actions are discussed in relation to commodities and market support.

What are the key growth drivers for India as highlighted in the discussion?

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How do the valuations of India and China compare according to the text?

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What role does the private sector play in job creation in China as per the insights shared?

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