Emirates NBD's Gupta on US inflation and Fed Policy

The video discusses the current state of the market, highlighting the lack of a Fed pivot and the impact of China's reopening. It emphasizes the shift from inflation to corporate margins as key drivers of equity performance. The outlook for 2023 suggests flat earnings growth in developed markets, with potential in emerging markets like China and India. The video also explores the impact of China's economic policies and the importance of corporate insights in predicting economic trends.

What are the expectations for emerging markets, particularly China and India?

How does the current macro environment affect corporate guidance?

What signals are corporates providing regarding economic growth?