Emirates NBD's Gupta on EM, Rate Hikes

The video discusses the shift from rate cuts to potential rate hikes, driven by high CPI and inflation trends. It highlights the impact of these changes on market strategies, earnings, and revenue, particularly in developed markets. The discussion also covers the resilience of emerging markets, with a focus on India and China, and the strategic allocations in these regions.

What was the primary reason for the shift from rate cuts to potential rate hikes?

• Reduction in energy costs

• Increase in used car prices

• Higher-than-expected CPI numbers

• Decrease in global demand

According to Barclays, what does 'no landing' imply?

• Resilient growth and prolonged inflation

• Immediate economic recovery

• A sudden economic downturn

• Stagnant economic conditions

How are higher interest rates expected to impact corporate margins?

• No impact on margins

• Stabilization of margins

• Increase in profit margins

• Decrease in profit margins

What is the strategic focus of Emirates NBD regarding emerging markets?

• Underweight emerging markets

• Overweight developed markets

• Equal weight on all markets

• Overweight emerging markets

Why is there a strategic shift towards emerging markets?

• Uncertain valuations and growth

• Stable valuations and growth

• Higher valuations and lower growth

• Lower valuations and higher growth