Ariel Investments' Mallari-D'Auria on EM

The video discusses the economic outlook in China, highlighting improvements in real estate and consumer confidence. It explores investment opportunities in Chinese equities, such as Ping An Insurance and Great Wall Motor. The discussion extends to China's influence in Asia, particularly its impact on Korea, Vietnam, and the Philippines. The video also covers economic prospects in Southeast Asia and India, noting Vietnam's growth potential. Finally, it analyzes global economic risks, including energy prices and emerging market opportunities, emphasizing the potential for earnings growth in 2024.

How does the text describe the current state of risk assets in relation to ongoing global conflicts?

What risks are associated with energy prices in the context of the Middle East tensions?

What is the outlook for earnings growth in emerging markets compared to the US according to the speaker?