BNP Paribas Manishi Raychaudhuri Discusses Investment Strategy

The video discusses market focus and regulatory risks in Asia, particularly in China and India, and explores investment alternatives in tech megatrends. It analyzes the earnings season in Asia Pacific, highlighting positive surprises in Korea, Taiwan, and India, while noting challenges in China. The impact of COVID policies on economic growth is examined, with a focus on vaccination and herd immunity. Finally, the video covers monetary policy and market outlook, emphasizing the separation of tapering and interest rate hikes by the Fed.

In what ways can investors find alternatives in emerging markets?

How has the Chinese government's approach to COVID-19 affected its economic growth?

What are the implications of the Fed's monetary policy on global markets?