Pinebridge's Redha Sees Yields Going Higher at a Gradual Pace

The video discusses the global economic outlook, highlighting a persistent global savings glut and gradual central bank policies. It predicts accelerated global growth in the year's second half, affecting yields. The emerging markets (EM) sector is analyzed, noting a downturn in stocks and bonds but suggesting potential investment opportunities. Indian equities are highlighted for their resilience and growth potential, driven by domestic factors and structural reforms.

What factors are contributing to the gradual increase in deals according to the text?

How are central banks expected to behave in terms of rate rises?

What is the expected trend for global growth in the second half of the year?

What opportunities do investors have in the EM bond and stock space according to the discussion?

Why is the Indian equity market considered resilient in the face of trade tensions?