China, India, Indonesia, Brazil Are Our Favorite Markets, Says Morgan Stanley

The video discusses recent upgrades in emerging markets, focusing on China, India, and Brazil. It highlights market performance trends, noting growth surprises in emerging markets and a weakening US market. The discussion includes China's recent intellectual property reforms and trade commitments, suggesting a potential turning point in US-China trade relations.

How has the recent volatility in the S&P affected emerging market equities?

What are the key assumptions regarding the growth data in emerging markets compared to the US?

Discuss the implications of low oil prices on the Asian markets and consumer environment.

What major reform did China announce regarding intellectual property, and why is it significant?

What are the expected actions from China regarding agricultural and energy products, and how might this affect US-China trade relations?