Pictet Wealth Mgmt's Tavazzi on Markets

The video discusses macroeconomic risks, focusing on the impact of rising interest rates and inflation on the global economy. It highlights the cautious stance of investors due to high market valuations and declining earnings. The discussion covers treasury yields, investment strategies in Europe, and the uneven economic recovery in China. The video also examines emerging markets, particularly India, and the challenges of infrastructure development. Finally, it addresses commodities, market positioning, and the concentration of performance in the tech sector.

What challenges does India face in becoming an alternative to China?

What is the current sentiment towards investing in Indian equities based on the text?

What factors are affecting the commodity market in relation to China's economic performance?