Macro Hive Conversations With Bilal Hafeez Ep. 233: Mirza Baig on Best EM Trades, Fed Easing and China Carry Trade
5 snips
Sep 13, 2024 
Mirza Baig, a senior EM strategist with two decades in global FX and rates, shares his insights on emerging markets and the contrasting performance dynamics of China. He discusses the cautious optimism for Chinese stocks and the attractiveness of India's bond market to foreign investors. Baig emphasizes the importance of emotional regulation in trading and offers advice for young graduates entering finance, highlighting the need for proactivity and continuous learning in a rapidly changing workforce.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Emerging Markets: Opportunities and Challenges
01:32 • 19min
Market Positions in China, India, and Mexico: A Detailed Analysis
20:43 • 6min
The Importance of Emotional Regulation in Trading Decisions
26:21 • 2min
Navigating the Workforce: Advice for Young Graduates
28:03 • 2min