Can You REALLY Learn ECONOMICS In 130 Minutes? | Ft. Harsh Gupta Madhusudhan | KwK #170

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In this insightful episode, we sit down with Harsh Gupta Madhusudan, a renowned geopolitical expert and fund manager at Ionic India, to explore the intricate relationship between macroeconomics, geopolitics, and the stock market. With his deep expertise in public policy, finance, and international affairs, Harsh unpacks some of the most pressing economic themes of our time and offers a unique lens on how global developments affect markets and investment strategies.

We take a closer look at how changes in macroeconomic policies influence critical financial indicators, including interest rates, inflation, and market sentiments. Harsh elaborates on the inverse yield curve and its predictive power in signaling recessions, followed by a detailed discussion on how interest rate movements influence Foreign Institutional Investors (FIIs) and the inverse relationship between interest rates and bond prices. The conversation also involves discussions on currency risk, analyzing how currency fluctuations affect equity markets, and whether we could witness a depreciation of the US Dollar against the Indian Rupee.

Harsh also unpacks the US-China trade war, its impact on the Chinese Yuan, and how currency depreciation can devalue exports, affecting trade balances.

This discussion is a masterclass in connecting global dots—a must watch for investors, economists, and policy enthusiasts. Watch the video till the end to gather valuable insights on global geopolitics & economy.

If you found the video valuable then drop a like and subscribe to the channel, hit the bell icon for more such videos and share it with your friends.
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#china #india #us #Economic #Geopolitical
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00:00:00 Snap Clips
00:02:05 Intro
00:02:25 Macroeconomics & Stock Market Correlation
00:09:53 Why is China State Dominated?
00:10:10 Impact of Macroeconomic Changes on Indicators
00:21:05 Inverse Yield Curve & Recession
00:25:16 Correlation between Interest Rates & FIIs
00:29:45 Inverse Correlation between Interest Rates & Bond Prices
00:34:48 Stocks which are Growth Focused vs Value Focused
00:35:35 Ultra Long & Ultra Short Duration
00:36:28 Currency Risk & its Impact on the Stock Market
00:50:25 Can the Dollar depreciate against the Rupee?
00:55:50 US-China Trade War & Appreciation of Chinese currency
00:59:04 How Currency Depreciation leads to Export Devaluation?
01:02:35 Plaza Accord 2.0
01:13:08 Currency Appreciation leading to Deflation
01:15:45 Why is China not Increasing Real Estate Prices?
01:18:58 Deep Dollarisation & Future Reserve Currencies
01:24:30 Indian Opportunity in the US-China Trade War
01:37:34 Foreign Companies Building Empires in India
01:45:55 Impact of Inflation on the Stock Market
01:51:06 Hyperinflation
01:56:45 Key Macroeconomic Changes Proposed by the Guest
02:10:30 Conclusion and The End!

Видео Can You REALLY Learn ECONOMICS In 130 Minutes? | Ft. Harsh Gupta Madhusudhan | KwK #170 канала Kushal Lodha