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.

Discuss the impact of higher interest rates on corporate earnings and consumer borrowing as mentioned in the text.

What factors contribute to the overweight position in emerging markets as discussed?