Pinebridge's Redha Sees Yields Going Higher at a Gradual Pace

The video discusses the global economic outlook, highlighting a persistent global savings glut and gradual central bank policies. It predicts accelerated global growth in the year's second half, affecting yields. The emerging markets (EM) sector is analyzed, noting a downturn in stocks and bonds but suggesting potential investment opportunities. Indian equities are highlighted for their resilience and growth potential, driven by domestic factors and structural reforms.

What is the expected trend for global deals in the coming months according to the video?

• A rapid increase

• A gradual increase

• No change

• A decrease

How did emerging market stocks perform at the start of the year?

• They remained stable

• They had no change

• They decreased by 4%

• They increased by 4%

What does UBS expect for emerging markets in the second half of the year?

• A slight decrease

• Stagnation

• A big rally

• A continued decline

What characteristic of the Indian economy is highlighted as a strength?

• Its lack of structural reforms

• Its dependence on foreign investments

• Its domestic-driven nature

• Its reliance on exports

Why is India considered a high-conviction allocation in portfolios?

• Due to its declining market

• Due to its unstable economy

• Because of its structural reforms and growth potential

• Because it is heavily reliant on imports