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Market View: BNP Paribas
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Air Date:
21 Aug 2012
Description:
BNP Paribas' Erwin Sanft, Chief Strategist, Pan-Asia Equities shares his views on how the global markets are faring. The markets are getting a leg up by policy makers who want to avoid recession and deflation. The growth in both emerging markets and developing markets continue to be slow in 2012 but is expected to pick up next year. India will benefit if there are changes in policies and by increased spending on infrastructure. Sanft talks about sectors to invest in and the ones to avoid. He is optimistic about the cyclical sectors in the emerging markets.
BNP Paribas' Erwin Sanft, Chief Strategist, Pan-Asia Equities shares his views on how the global markets are faring. The markets are getting a leg up by policy makers who want to avoid recession and deflation. The growth in both emerging markets and developing markets continue to be slow in 2012 but is expected to pick up next year. India will benefit if there are changes in policies and by increased spending on infrastructure. Sanft talks about sectors to invest in and the ones to avoid. He is optimistic about the cyclical sectors in the emerging markets.
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