Carlos Casanova

Carlos Casanova, a Senior Asia Economist at UBP, and Frank Benzimra, Head of Asia Equity Strategy at Societe Generale, dive into pressing economic issues. They dissect Moody's credit rating downgrade of the U.S. and its potential ripple effects on equity markets. The duo discusses rising U.S. debt and its sustainability, alongside trade impacts from delayed shipments from China affecting U.S. inventories. They also analyze emerging market equities, emphasizing investment strategies in India and China, and the mixed signals from global economic conditions.

Ryan Wang, a U.S. economist at HSBC, shares insights on core goods prices and inflation trends in the U.S. Minmin Low, Bloomberg's China correspondent, analyzes China's economic policies amid low consumer demand. Carlos Casanova from UBP discusses the implications of China's fiscal strategies on global economics. Shana Sissel, CEO of Banrion Capital Management, highlights investment opportunities in small-cap stocks, emphasizing careful selection strategies while navigating market changes. The conversation provides a comprehensive view of the current economic landscape in both the U.S. and China.

Carlos Casanova, a Senior Asia Economist at UBP, provides insights on China's manufacturing downturn and its ripple effects in regional markets. Ann Berry, Founder and Managing Partner at Threadneedle, discusses strategic investments needed for recovery amidst real estate struggles. Barbara Ann Bernard, Founder and CIO at Wincrest Capital, highlights reshoring trends and their implications for inflation and market strategies. The trio delves into opportunities in emerging markets, emphasizing a long-term investment outlook in a complex economic landscape.