Begin to See Consumption Accelerate in India: Mowat

The video discusses the economic performance of India, highlighting the decline in inflation and its positive impact on consumption and industrial production. It examines the effects of oil prices and the removal of fuel subsidies on India's economy, allowing more government spending on social services. The progress of Modi's reforms is noted, emphasizing government efficiency. The video also analyzes emerging markets, focusing on China, ASEAN, Turkey, and Mexico, with a particular interest in Mexico's economic relationship with the US and the implications of oil market changes.

Which countries is the speaker overweight on in terms of investment, and why?

What are the implications of falling oil prices for the global consumer, particularly in the US?