More Capital Returning to Emerging Markets: Hamon's Simon

The video discusses global liquidity trends, focusing on the roles of the BOJ, ECB, and Fed. It highlights investment opportunities in emerging markets like China and India, considering factors like oil prices and alternative energy. The discussion also covers economic growth in these regions and the geopolitical influence of countries like China, particularly in Sri Lanka and Venezuela.

What are the implications of the current oil price trends for the shale industry in America?

How does the political landscape in Sri Lanka affect its relationship with China?

What role does soft power play in China's foreign policy and investment strategies?