We Are Cautious on China, Says Antipodes Partners' Bangia

The video discusses the current economic trends in emerging markets and China, highlighting the impact of tight monetary policies and trade tensions. It explores investment opportunities in companies like Baidu and Alibaba, and examines the potential for a more dovish Fed policy. The discussion also covers the future economic outlook for the US and emerging markets, considering fiscal stimulus and structural reforms.

What are the implications of the Fed potentially pausing its rate hike cycle?

What factors are contributing to the potential rebound of emerging markets?