Franklin Templeton's Sekhon on Inflation

The video discusses the challenges and opportunities in emerging markets, with a focus on inflation and its impact. It highlights the underperformance of emerging markets in 2021, particularly due to China's economic policies and pandemic response. The discussion also covers China's long-term economic strategy, emphasizing common prosperity and ESG themes. Investment opportunities in China are explored, focusing on green energy and digitalization. The video concludes with a discussion on policy risks and cross-Taiwan relations.

How does the speaker differentiate between the performance of various emerging markets?

What is the significance of 'common prosperity' in the context of China's economic policy?

What are the potential risks associated with investing in China as mentioned in the text?