“I think there’s a lot of good news to talk about,” he said. “China obviously has some major structural shifts which it’s undergoing but the slowdown that comes out of that should probably be elongated rather than some abrupt crisis-like outcome.”
Yetsenga said India looks a “pretty good” story, with a clearer outlook in the political sphere – the government’s appetite for reform remains intact - and positive moves at the country’s central bank.
“Rather than talking about India as a land of potential, it seems to be finally delivering,” he said. “I think India actually is in a pretty sweet spot.”
He also touched on how Australia and New Zealand are coping with the end of the commodity boom and the changing nature of China’s growth. Watch the video above to find out more.
Andrew Cornell is managing editor at BlueNotes