Inside China's Economic Reset: Tariffs, Stimulus And AI

2025-04-29 03:15:00 ET

Summary

• Q1 this year was actually quite positive for emerging markets, where we saw emerging market equities outperform their developed market peers and even the US markets.
• But then very quickly, early in Q2, we saw the US announcing its reciprocal tariff framework.
• China retaliated or responded by announcing reciprocal tariffs on US goods, and we've seen an escalation in rhetoric between the two countries.

Transcript

Ola El-Shawarby - Today we would like to cover with you a few emerging market related topics. So we'll touch on the evolving trade landscape, which is obviously very current and quite fluid. We'll also talk about what this means for China, touch on some of the recent innovations related to AI, which are structural in nature, and then also what this means for the broader EM context....

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