This chapter explores the effects of carry trades on global markets amidst the Japanese Central Bank's interest rate hike. It highlights how asset class shifts influence institutional investors' risk management strategies and touches on speculation regarding a possible US recession.
We publish a new episode of the Daily Brief every day. On the weekend, we would compile the best stories of the week and release a recap for those who didn't have time to listen during the week.
However, many of you have shared feedback that you listen to the Daily Brief daily and would prefer not to hear the same stories repeated over the weekend. So we are trying something different.
In this episode, we discuss:
- Oil demand & China's economic history
- Why are the markets falling?
- Are the Indian markets overvalued
You can also watch this episode on YouTube. If you have any feedback, do let us know @zerodhamarkets on X (Twitter).