Frank Benzimra

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.

Frank Benzimra, Head of Asia Equity Strategy at Societe Generale, joins Steve Sosnick, Chief Strategist at Interactive Brokers, Pooja Malik, Partner at Nipun Capital, and Brian Jacobsen, Chief Economist at Annex Wealth Management. They dive into the pivotal Jackson Hole Economic Symposium and its implications for Asia’s markets amidst volatility. Discussions highlight China's shift towards boosting domestic demand and address deflationary pressures affecting global economies. The impact of recent economic data also raises important questions about recession risks and investment strategies moving forward.