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Bloomberg Daybreak: Asia Edition
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Shifting Focus: Domestic Markets in Emerging Economies
This chapter explores the strategic shift of investment focus towards domestic markets in China and India amid changing economic conditions. It discusses the challenges of declining consumption, the impact of inflation on policies, and the potential for recovery driven by technology sectors and government initiatives. The conversation also highlights consumer behavior changes, rising treasury yields, and the implications for emerging Asian markets amidst ongoing uncertainties.
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