BlackRock’s Li Sees a Lot of Inflows Into Emerging Markets

The video discusses the current trends in ETP flows, highlighting a preference for fixed income over equities, indicating a cautious market stance. Despite market optimism, investors are hesitant to engage in high-risk investments. Emerging markets, particularly influenced by China's recent economic policies, are an exception, showing significant inflows. The discussion also covers the impact of China's stimulus and trade negotiations on global market sentiment, emphasizing the short-term benefits and the ongoing strategic tensions between China and the US.

What is the significance of the stimulus and trade stories in relation to China and emerging markets?

How does the strategic confrontation between China and the US affect emerging markets?