Emirates NBD's Gupta: Equities Indicate Growth Will Slow

The video discusses the current cyclical recession, driven by central banks raising rates to curb demand. Inflation is linked to supply chain issues, not just demand. The Fed's actions influence investment strategies, with potential rate cuts in 2023. Equities, as economic indicators, show slowing growth. Market trends reveal a defensive strategy focus, with yields impacting growth sectors. Global portfolio strategies emphasize emerging markets in Asia, particularly China and India, due to economic rebounds and easing COVID restrictions.

How do equity markets typically respond to changes in yields?

What is the current stance on emerging markets in Asia according to the speaker?

What are the implications of the China government's approach to technology companies?