

Ep40: Rohit Sipahimalani on Private Credit, Generative AI and The Rise of India
Sep 19, 2023
Rohit Sipahimalani, CIO at Temasek and Martina Cheung, President of S&P Global Ratings discuss disruptive investment areas, macro outlooks, private credit, the impact of Generative AI, and the rise of India on this episode of Fixed Income in 15.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Analysis of Global Economic Environment and Market Outlook
02:50 • 4min
Exciting Sectors and Emerging Markets
07:07 • 4min
Private Credit: Exploring Appeal and Attractive Terms
10:46 • 2min
Approaching Net Zero and Investment Goals
12:17 • 6min
The Potential Impact of Generative AI on Credit Ratings
17:51 • 13min