PGI: Moved EM Exposure Back To Overweight Position

The video discusses the economic outlook for China and the global recovery, emphasizing the impact of the pandemic on the global economy. It covers investment strategies in light of market trends and regulatory changes, particularly in China. The discussion also touches on the reflation trade, growth versus inflation concerns, and economic challenges in Southeast Asia. Additionally, it explores central banks' policies and geopolitical risks, including US-China relations and Middle East tensions.

What is the current outlook for emerging markets in terms of equity investments?

What are the potential risks that central banks are currently facing in the context of economic recovery?

How are geopolitical tensions between the US and China affecting market dynamics?