Episode 63: China & India Equities — Market Drivers and Risks in 2026

Episode 63: China & India Equities — Market Drivers and Risks in 2026

Published: January 29, 2026

Duration: 15:25

Erica Poon Werkun sits down with Pierre Lau and Surendra Goyal to discuss the prospects for China and India equities in 2026. Topics include our views on emerging markets, the direction of China's fiscal policies, and India's macro environment.

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