Скачать или смотреть Gold - India’s Bull Run | Themes with a Macro Expert

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Dear SOIC listeners,

Explore the "brave new world" of macroeconomics with global expert Mr. Ritesh Jain. This episode delves into the shifting global order, the diminishing role of the US dollar and the rise of gold. Learn why non-aligned countries like India are positioned to benefit, the return of asset-heavy investment themes, and the significant opportunities in electrification. Understand how global asset allocation and market structures are transforming in this period of fundamental change.

Hope you'll enjoy this insightful conversation.

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00:00 Intro: Macros shaping the World
06:21 Time Up for US Exceptionalism?
10:19 Where is the Gold heading
16:36 FII inflows increasing in India
21:37 Capex Boom in the World
26:34 Winners of tomorrow are outside Index
31:40 Will US manufacture everything?
39:03 IT vs GCC trend
42:10 Electrification Theme
46:23 Chinese Global Joint Ventures
51:16 Asset Allocation problem

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