We Are Positive on EM FX and Equities, Says State Street's Luk

The video discusses the impact of Congressional gridlock on the dollar, emphasizing a weaker dollar environment that benefits emerging markets (EM). It highlights the undervaluation of EM equities and currencies, suggesting a positive outlook despite trade uncertainties. The focus shifts to Chinese equities, driven by policy stimulus and government support, which is expected to boost local markets and eventually benefit broader Asian and EM equities.

What types of policies have been enacted in China that could benefit its equity markets?

How does the speaker expect the Chinese stimulus to affect the local economy?