No single ticker was named. China ETFs are one way for retail investors to get exposure. Not a recommendation.
India outpaces emerging market peers
India represents a structural growth exception in the emerging market space due to tariff relief and access to cheap Russian oil.
The argument
The guest argued that while a strong dollar and energy shocks are hurting most EM economies like China and Latin America, India's outbound cargo traffic and growth remain highly resilient.
The thesis, stress-tested
✓ What validates it
- ✓Continued acceleration in Indian outbound cargo traffic
- ✓Rupee stabilization against the US dollar
▸ Risks discussed
- ▸Renewed energy supply shocks
- ▸Re-emergence of secondary trade tariffs
Hear it yourself
"It it's likely that the curve will steepen in such a scenario. We've seen an early glimpse of that, say, over the past couple of weeks with, you know, a clear sell off in the long end of the curve. And to me, that's not a particularly worrisome scenario for risk assets. I mean, what we've seen, especially over the past couple of years, has basically been a global phenomenon of of steeper yield curves and the long end of the curve that is, you know, basically out of control in many ways. Just look at Japan as an example. I think we've moved up more or less four percentage points in the thirty year point since two or three years ago now."
07:30