The Fed's push to shore up liquidity is not creating demand: Beschloss

The video discusses the dynamics of equities, credit, and debt markets, highlighting the impact of Federal Reserve policies on liquidity and fiscal policy. It explores the performance of ESG investments during the crisis, noting their resilience. The video also examines divergences in emerging markets, with a focus on Asia's dominance. Finally, it considers India's economic potential and challenges, including recent investments and the impact of the pandemic.

What factors have contributed to the performance of high yield markets since the crisis?

How has the Fed's liquidity package impacted asset prices?

What role does ESG play in the current investment landscape?

In what ways have companies focusing on ESG performed during the crisis?

What are the main differences observed in emerging markets during the recent economic downturn?

How is India's economic response to the crisis similar or different from other countries?

What challenges does India face in managing the health crisis amidst economic recovery?