Arisaig Partners on Emerging Market Investment Outlook

Arisaig Partners on Emerging Market Investment Outlook

Assessment

Interactive Video

Business

University

Hard

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The video discusses the resilience of emerging markets, particularly in Asia, post-crisis. It provides insights from a recent trip to China, highlighting the rapid economic reopening and fragile consumer sentiment. The focus then shifts to India, exploring investment opportunities and the retail sector's evolution. Observations on changing consumer behavior in India, including financial formalization and brand loyalty, are also shared.

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7 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

What signs are emerging from the Asian markets regarding their recovery from the crisis?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What was the initial consumer sentiment observed in China after the COVID-19 restrictions were lifted?

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3.

OPEN ENDED QUESTION

3 mins • 1 pt

How has the Indian economy been affected by geopolitical shifts according to the discussion?

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4.

OPEN ENDED QUESTION

3 mins • 1 pt

What factors contributed to the resilience of certain retailers in India during the pandemic?

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5.

OPEN ENDED QUESTION

3 mins • 1 pt

What was the impact of the bankruptcy of Future Retail on the overall retail sector in India?

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6.

OPEN ENDED QUESTION

3 mins • 1 pt

What changes in consumer behavior were noted in India during the pandemic?

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7.

OPEN ENDED QUESTION

3 mins • 1 pt

What optimistic outlook did consumers in India have regarding their job prospects?

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