Why a Post-Lockdown China Is Raising Red Flags for India

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 18 February 2023

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andreas Steno Larsen explains why China’s reopening is a negative for last year’s market darling, India. Plus, he gives an update on U.S. dollar liquidity and a sneak peek into his new show, Buy-side Meets Sell-side, available to Plus members starting on Friday. Recorded on January 31, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This summer is time to get to know the players and your taste buds.
0:08.9	Stats don't lie.
0:09.9	If 70% of the UK prefers to taste the Pepsi Max, you probs prefer Pepsi Max.
0:15.4	First for more, visit PepsiMax.wispotify.com to enter our quiz to win gig tickets and
0:20.5	find your perfect playlist.
0:22.2	UK blind tastes test of over 34,000 people versus UK's biggest selling full sugar cola.
0:26.5	The verification goes to Pepsi.co.uk4th-FAQ.
0:30.6	Hey everyone, if you like this podcast, go behind the pay wall to get privilege access to
0:36.8	the smartest minds and finance.
0:39.0	Join the Real Vision community and learn how to become a better investor.
0:42.6	Visit realvision.com slash RVPod and use the promo code podcast 10 to get 10% off our
0:48.8	central membership for the first year.
0:51.2	And now to today's episode.
0:54.6	The signals are telling me to worry about India.
0:58.6	As a consequence of the Chinese reopening, India was almost the darling of 2022 and in particular
1:06.4	the darling of the most recent conference in Davos in the world economic forum.
1:12.2	But India has had a terrible start to the year in the equity market.
1:16.7	So why is that?
1:18.2	Stay tuned for Steno Signals.
1:25.6	Hi guys and welcome to the fifth edition of Steno Signals.
1:31.8	I am still honestly overwhelmed by all of the feedback that we've received.
1:36.5	And I'll try to talk to you upon a couple of the most important questions I've received
	...

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