Positive for EM if Oil Prices Come Down: Baweja

The video discusses the decline in oil prices and its implications for emerging markets (EM) and global growth. It highlights the importance of distinguishing between demand and supply factors in the oil price decline, noting that a significant portion is due to supply. This decline is seen as beneficial for EM due to reduced inflation and increased confidence. However, the global growth context remains weak, with EM growth relative to developed markets expected to shrink. Additionally, China's economic growth is projected to decline further, with challenges in the property market and high inventories affecting the outlook.

What is the expected growth rate for China next year, and how does it compare to consensus?

What challenges does the property market in China face according to the text?