India Infrastructure Stocks Favored, Pinebridge's Sen Says

The video discusses the continuation of economic themes from the previous year, including market sentiment, trade wars, and potential recessions. It highlights the positive market reactions despite negative sentiment and the stabilization efforts in China. The focus then shifts to emerging markets, particularly in Asia and India, and the investment opportunities they present. The video emphasizes the importance of being selective in investments and highlights trends in innovation and productivity gains.

What was one of the major concerns for the market last year?

• The increase in oil prices

• The rise of cryptocurrency

• The growth of the tech industry

• China's liquidity squeeze

What is one of the most crowded trades in emerging markets?

• Real estate

• Cryptocurrency

• Equities and FX

• Commodities

Which regions are highlighted for selective investment in emerging markets?

• Europe and North America

• Australia and New Zealand

• Asia and Brazil

• Africa and the Middle East

What type of plays are investors excited about in Asia?

• Tourism

• Agriculture

• Innovation

• Real estate

What trend is associated with smart CapEx?

• Investment in productivity gains

• Expansion of retail markets

• Increase in consumer spending

• Growth in tourism