Bernstein Asia Rupal Agarwal on Global Markets

The video discusses the current economic outlook, highlighting inflation concerns and the impact of global events like the Ukraine crisis on growth. It emphasizes the potential for stagflation, particularly in Asia, and suggests investment strategies focusing on defensive positions and inflation-sensitive assets. The discussion also covers the likelihood of recession and stagflation, noting that while a recession seems unlikely, stagflation risks have increased, especially after the Ukraine conflict.

What are the concerns regarding inflation and growth mentioned in the text?

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What factors contribute to the likelihood of stagflation as discussed in the text?

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