'Constructive' on Emerging Markets in Mid-Term, Samba Financial Says

The video discusses the global market outlook, focusing on the anticipated V-shaped recovery. While markets have shown a sharp recovery, the real economy may not follow the same pattern. The impact of the China virus outbreak on emerging markets is significant, but there is potential for recovery, especially in equity markets. The video also highlights the benefits of supply chain reconfiguration for certain markets, particularly in the Far East.

What potential benefits do certain emerging markets have in light of the coronavirus pandemic?

What is the speaker's view on the sustainability of current supply chain arrangements?