BlackRock iShares Lowered EM Stocks From 'Overweight' to 'Neutral'

The transcript discusses the surprise at China's retaliatory actions, including currency depreciation and halting agricultural purchases. It examines the implications of these actions on market volatility and portfolio strategies, emphasizing the need for resilience. The discussion also covers the pressure on emerging markets compared to developed markets, leading to a shift in investment focus.

What strategies does the speaker suggest for building portfolio resilience?

What is the speaker's perspective on the emerging market equities space in relation to developed markets?