Mobius: Los ME se han volcado al crecimiento interno

The video discusses potential disruptions to emerging markets, focusing on trade tensions and aggressive monetary policies. It highlights the shift from export-led growth to internal growth in countries like China and India. The impact of US trade policies on emerging markets, particularly in Southeast Asia, is also examined.

What are the two main factors discussed that could disrupt emerging markets?

• Trade tensions and aggressive monetary policy

• Climate change and political instability

• Natural disasters and resource scarcity

• Technological advancements and labor shortages

Which country is highlighted as having a significant shift towards internal growth?

• Brazil

• Russia

• China

• South Africa

In which regions is internal growth particularly emphasized?

• Middle East and Central Asia

• China, India, and parts of Africa and Latin America

• Europe and North America

• Australia and New Zealand

How might China respond if it is cut off from US exports?

• Turn towards Southeast Asia for trade

• Focus on domestic consumption

• Increase trade with Europe

• Seek new markets in Africa

What is already happening in Southeast Asia regarding trade?

• The major trade partner is the US

• The major trade partner is China

• Trade is declining rapidly

• Trade is focused on Europe