Finding a Lot of Opportunities in India, China, Says Pictet’s Nandra

The video discusses the current challenges and opportunities in emerging markets, particularly in India and China. It highlights the impact of the trade war on China and investor sentiment, noting that while redemptions are not significant, investors are cautious. The discussion shifts to the tech sector, emphasizing the trade war's tech characteristics and the importance of technological supremacy. Despite challenges, there are long-term opportunities in e-commerce and gaming in China.

What opportunities are being found in India according to the text?

How has the trade war affected investments in China?

What are the clients asking about in relation to the tech side?

What structural themes are still seen in the tech side of China?

How does the speaker differentiate between different types of investment opportunities?