'Absolutely Overweight' Emerging-Market Stocks: Emirates NBD

The video discusses the current state of the Chinese economy, highlighting positive trends in China's PMI and the potential for growth despite trade tensions. It emphasizes the importance of domestic consumption and the strategic shift in manufacturing. The discussion also covers the impact of trade tensions on business confidence and supply chains. Additionally, the video identifies emerging market equities as a valuation opportunity, noting the influence of global market trends and the importance of long-term growth potential.

What is the speaker's perspective on the divergence between different measures of manufacturing PMI?

What long-term investment strategy does the speaker suggest regarding emerging markets?