AllianceBernstein's Wong on Global Markets

The video discusses the anticipated moderation of the US dollar in 2023 and its impact on emerging market equities. It highlights the potential for earnings growth in China, driven by consumer demand and market recovery post-COVID. The discussion also covers the risks and opportunities in the Chinese market, with a focus on the expected 10-15% EPS growth. Additionally, the video explores the broader impact of China's reopening on neighboring Asian economies and global markets, emphasizing the potential benefits for luxury goods brands.

What is the expected EPS growth for China in 2023, and how does it compare to the US?

Which regions are expected to benefit from a stronger Chinese economy?

What are the implications of the return of consumer demand in China for luxury goods brands?