UBS On-Air: Market Moves CIO Global Livestream: Rates, China, AI, US elections: Our 2H outlook
4 snips
Jun 24, 2024 The podcast features Min Lan Tan, Paul Donovan, and Sundeep Gantori discussing topics like global rate cutting, US election impact on markets, predictions for Asian asset classes, implications of the US election on Asia, and insights on AI investments and valuations.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Analysis of the Impact of US Elections and Debates on Markets
02:27 • 2min
Analysis of the impact of the global rate cutting cycle on Asia and predictions for different asset classes
04:27 • 3min
Analyzing the Potential Impact of the US Election on Asia
07:03 • 4min
Analysis of AI Investments, Monetization, and Valuations
11:09 • 5min