Nuveen CIO Malik on Global Markets

The video discusses the potential of emerging markets, highlighting factors like earnings estimates, valuation, and monetary policy. It emphasizes the role of China in global trade and consumer growth, noting the impact of its reopening. The discussion also covers the influence of commodities and the shift to renewables. The US earnings season is analyzed, with concerns about revenue growth and pricing power. The video suggests that emerging markets may offer better alignment with realistic earnings expectations.

In what ways can investors gain exposure to the recovery in China?

What are the potential risks for earnings growth in the US according to the text?