HG Research: China Sets Stage For Some Monetary Policy Easing

The video discusses the economic slowdown in China and its contagion effects on global markets, particularly in the property sector and high yield markets. It highlights the impact on emerging markets and the potential for easier monetary policy in China. The discussion also covers valuation differences between emerging and developed markets, with a focus on the US and the implications of Fed tapering. The video concludes with insights on currency dynamics, particularly the yuan and dollar.

In what ways could emerging markets be affected by the dollar's performance?

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What are the implications of a potential tapering by the Fed on the dollar and yuan?

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