Deutsche Bank's Goel on Emerging Markets

The video discusses economic predictions, focusing on China's role in global markets. It highlights the backward-looking nature of current data and the hope for a shift in China's economic narrative. The discussion covers China's multi-stage reopening and its impact on financial markets. Key indicators such as consumption, property cycle, and tourism are analyzed to gauge economic recovery, especially around the Lunar New Year.

What is the anticipated sequence of recovery in consumption and investment in China?

How might the Lunar New Year holidays impact the assessment of China's economic recovery?