TIAA Bank's Gaffney 'Pretty Confident' in Emerging Markets

The video discusses the current market valuation, emphasizing the potential impact of a US-China trade resolution on investor confidence. It explores the unexpected strength of the US dollar despite dovish Fed policies and highlights opportunities in emerging markets. The discussion includes a positive outlook on China's economy due to infrastructure stimulus and index changes. Additionally, it covers the growth potential in India and Brazil, driven by favorable demographics and policy reforms.

What are the reasons for being bullish on China despite the structural slowdown?

What demographic factors are mentioned that support India's economic growth?