Bandsma Says Tariffs Don’t Matter That Much at This Stage

The video discusses the current state of the US-China trade landscape, focusing on the impact of tariffs and the health of China's economy. It explores the effects of China's economic stimulus and structural issues, such as overbuilding in the real estate sector. The video also examines emerging market ETFs, investment strategies, and opportunities, highlighting the importance of domestic plays and tech giants like Alibaba and Tencent.

How do tariffs currently affect exports from China to the US according to the discussion?

What are the current challenges facing the Chinese economy as mentioned in the text?

What factors are contributing to the perception of China as a potential investment opportunity?

Discuss the implications of a potential trade deal between the US and China on emerging markets.

What are the characteristics of companies in emerging markets that may not align with traditional emerging market profiles?