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India votes to surprise

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Manage episode 422045897 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The Swiss equity market continues to shine among its European peers, with inflation well below the Swiss National Bank’s upper target and the stock market outperforming. In Asia, all eyes are on the Indian elections, where Prime Minister Modi’s party failed to win an outright majority but he looks set for a third term in office. Mark Matthews, Head of Research Asia, shares his views on the Indian election and reviews the Chinese and Japanese markets. Dario Messi from Fixed Income Research discusses our expectations for tomorrow’s European Central Bank rate decision.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:44 Markets wrap-up by Lucija Caculovic (Investment Writing)

05:55 India election results & Asia calls by Mark Matthews (Head of Research Asia)

14:36 Bond markets update by Dario Messi (Fixed Income Strategy)

19:48 Closing remarks by Bernadette Anderko (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

537 episodes

Artwork
iconShare
 
Manage episode 422045897 series 3360361
Content provided by Adventurous Media and Julius Baer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adventurous Media and Julius Baer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The Swiss equity market continues to shine among its European peers, with inflation well below the Swiss National Bank’s upper target and the stock market outperforming. In Asia, all eyes are on the Indian elections, where Prime Minister Modi’s party failed to win an outright majority but he looks set for a third term in office. Mark Matthews, Head of Research Asia, shares his views on the Indian election and reviews the Chinese and Japanese markets. Dario Messi from Fixed Income Research discusses our expectations for tomorrow’s European Central Bank rate decision.

00:00 Introduction by Bernadette Anderko (Investment Writing)

00:44 Markets wrap-up by Lucija Caculovic (Investment Writing)

05:55 India election results & Asia calls by Mark Matthews (Head of Research Asia)

14:36 Bond markets update by Dario Messi (Fixed Income Strategy)

19:48 Closing remarks by Bernadette Anderko (Investment Writing)

Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

  continue reading

537 episodes

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