Credit Suisse's Camacho Sees Constructive Underlying Economy

The video discusses the current state of global markets, focusing on the impact of rising interest rates and inflation concerns. It highlights the potential effects of US-China trade tensions on Southeast Asia and examines the political risks associated with upcoming elections in the region. Despite these challenges, the underlying economic environment remains robust, with growth expected in Asia, particularly in China and India.

What are the expected economic growth rates for Asia and China?

How is consumer confidence in China changing, and what does it indicate?

What political uncertainties are anticipated in Southeast Asia in 2018?