China’s Economy Becomes Less of a Story This Year, Says NatWest’s McCormick

The video discusses the impact of China's economic policies on its currency and the broader emerging markets. It highlights the expensive valuation of the Chinese currency and the central bank's easing policies. The discussion extends to the implications for emerging markets, particularly in Asia, where investment opportunities are identified due to favorable macroeconomic conditions and easing US-China trade tensions.

In what ways has the macro narrative for emerging markets changed recently?

What are the reasons for the renewed interest in Asian markets, particularly in light of US-China trade relations?