BNP Paribas Sees Opportunities in China, Southeast Asia, India Stocks

The video discusses trading strategies in volatile markets, focusing on stock selection opportunities in China and the tech sector. It highlights investment prospects in Asia and India, considering inflationary pressures and global central bank policies. The importance of long-term growth stories and policy beneficiary names is emphasized, along with the risks posed by global economic conditions.

What long-term growth stories should investors focus on despite short-term pressures?

In what ways do emerging markets differ from past cycles in response to global central bank tightening?