Fundamentals of EM Equities Fairly Robust, Says Goldman Sachs’s Barrs

The video discusses the impact of the US-China trade truce on emerging markets, highlighting the positive sentiment it brings despite uncertainties. It emphasizes the importance of focusing on China's underlying economic dynamics, which remain robust despite a slowdown. The discussion shifts to China's millennial phenomenon and its potential to drive long-term earnings growth. The video concludes by examining the financial sector in China, noting the influence of government policies and the challenges of deleveraging.

Discuss the implications of the millennial phenomenon in China on long-term earnings growth.

What considerations should investors keep in mind regarding government influence in the financial sector in China?