Emerging Markets Favored, Bank of Singapore CIO Says

The video discusses the differences in market valuations between US and emerging markets, highlighting the potential impact of the Federal Reserve's policy on emerging markets. It also covers the significance of the G20 meeting, particularly the interactions between Trump and Xi, and the implications of trade tensions on global markets. The potential for a market rally is explored if a truce or delay in tariff increases is achieved. The video concludes with an analysis of how these factors might affect Asian stocks and currencies, particularly the Chinese yuan.

In what ways have Chinese stocks been affected by recent economic policies?

What is the expected behavior of the Chinese yuan in response to market changes?