Money Talk

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.