China Data, Tech Stocks, Emerging Markets: 3-Minute MLIV

The video discusses China's underestimated growth impact due to COVID, affecting global markets and supply chains. It highlights the vulnerability of tech markets, particularly the NASDAQ, amid inflation concerns and real yield changes. The discussion also covers emerging markets, focusing on LATAM stocks, emphasizing their potential despite short-term setbacks due to a major macro regime shift.

What role do policy messages play in the performance of local equity markets?

Discuss the potential long-term trends for LATAM stocks in the context of the current macro regime shift.