Alberto Gallo on Investor Complacency, Crisis Risks and Fed’s Dilemma
Macro Hive Conversations With Bilal Hafeez
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The Gap Between India and China
There is a gap between these countries developing where China was, you know, 15, 20 years ago. And essentially, the question is, who will pick up the baton of China? For that reason, it is possible that we will see lower growth rates. But I think for now, credit is looking better than equity in our view.
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