HSBC's Rasco Sees More Security in Emerging Markets

The video discusses the evolving landscape of emerging markets, highlighting their growth potential and increased safety as investments. It examines the volatility in these markets compared to developed ones and identifies structural reforms as key drivers. The focus is on growth opportunities in China and India, emphasizing infrastructure and digital advancements. Risk management strategies are explored, considering factors like inflation and interest rates, with a preference for equities over other asset classes.

In what ways are inflation and interest rates impacting investment strategies in emerging markets?

What sectors are expected to perform well in a higher inflation environment according to the text?