economic slowdown

Fixed Income Portfolio Manager Brij Khurana joins host Thomas Mucha to discuss today's bank liquidity crisis, recession risk, and how a hard landing could impact markets. Episode recorded on 3/27.

2:20 – Investing in a banking crisis

4:40 – Recession risk

6:15 – Consumer confidence 

7:20 – Potential length and severity of recession

8:40 – Implications of a profit recession

11:30 – Interest rate hikes

13:50 – The hard landing playbook

17:10 – Geopolitics, oil markets, and the US dollar

In this episode of Moody’s Talks – Emerging Markets Decoded, Deborah Tan of the Credit Strategy & Research team joins host Shirin Mohammadi to discuss what a sustained economic growth slowdown in China implies for the rest of the world, particularly the Asia-Pacific region and lower-income countries that rely on Chinese investment flows. 

In this episode of Smarter With Sid, Host Siddharth Deshmukh talks about what a recession reset means, and how it affects us. 

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In this episode of Emerging Markets Decoded, Martin Petch of the Sovereign team and Franco Leung of the Corporates team join host Thaddeus Best to discuss the implications of China’s property sector stress and economic slowdown for global growth.

John Hanekamp’s career has been spent in the commodities business, including nearly 20 years in the grain sector and the last two decades in the coal industry. In this episode, Hanekamp explains why global coal prices have soared in recent months, the macro outlook for energy commodities, why high energy prices will lead to an economic slowdown, and the “unintended consequences” that are being felt due to underinvestment in hydrocarbon production around the world. 

A lot of people in preparedness think about one specific SHTF scenario that they prepare for. Instead, we should be prepared for many types of emergencies, including personal (like a job loss or sickness), local or regional (like a hurricane, blizzard, fire, flood) and of course, the bigger ones, like the grid going down, nuclear war, economic meltdown and more.

But what if we never experience the big ones? What if we continue on this track of things getting more expensive, our budgets tightening and items that we are used to being on the shelves show up sporadic or maybe never at all again? Are we prepared for that? Are we prepared for prices going up everywhere?

• Ep. 709 – Prices Going Up
• SHTF vs Prices Going Up Everywhere! What Should Do?
• Wonder Box Episode – Ep. 277

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The Aussie share market is set to gain 0.4% at the open, a nice addition to yesterday’s 0.3% gain. 

It was another action-packed night with the gold price continuing to climb, U.S. equities clawing back and the Republican party unveiling parts to their COVID-19 relief plan, including a 70% wage replacement of sorts. 

Companies reporting today:

• Credit Corp (ASX:CCP) - Full year 
• G.U.D Holdings (ASX:GUD) - Full year 
• Iluka Resources (ASX:ILU) - 2Q20 Prod 

Local trading ideas:

• Bell Potter upgraded Emeco Holdings’ (ASX:EHL) buy rating and price target to $1.60, implying 62% share price growth from yesterday’s close price of $0.99. The bullish outlook comes as EHL reported solid FY20 results in line with expectations, with profit up 23%. EHL also unveiled a stronger than expected FY21 outlook for earnings. 
• Bell Potter upgraded fund manager Perpetual’s (ASX:PPT) buy rating and price target to $45.00, implying 32% share price growth from its last close at $33.61. It comes as PPT announced the 75% purchase of U.S. based fund manager who manages US$44 billion.  
• Ahead of Rio Tinto (ASX:RIO) releasing their results tomorrow, UBS reiterated its hold rating and price target of $102 for RIO, implying its shares will fall from yesterday’s close of $102.89. UBS says with commodity prices being slower, earnings are tipped to fall 6% to US$4.6 billion. 
• Following HUB24’s (ASX:HUB) fourth quarter trading update, Citi maintained its buy rating and $14.40 target for the stock. 

NBCUniversal’s Linda Yaccarino discusses the company's ambitions for its video service Peacock, and why she's convinced advertising will play a vital role in the streaming wars. Yaccarino also breaks down how marketers have been responding to the Covid-driven economic slowdown and what she thinks that will mean for the future of the TV upfront model.

Produced by Kenya Hayes

Srinath Raghavan and Indira Rajaraman discuss India's 2019-2020 Union Budget, the ongoing U.S.-China trade war, and the slowing global economy.

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EPISODE CONTRIBUTORS

Indira Rajaraman was a Member of the Thirteenth Finance Commission. From 1994 until her retirement in 2007 she held the Reserve Bank of India Chair at the National Institute of Public Finance and Policy, Delhi, and from 1976 to 1994 she was on the Economics faculty of the Indian Institute of Management, Bangalore. She was a Visiting Scholar at Harvard and Stanford Universities (1984-85), and at the Fiscal Affairs Department of the International Monetary Fund (2004).

Srinath Raghavan is a nonresident senior fellow at Carnegie India. He is also a professor of International Relations and History at Ashoka University. His primary research focus is on the contemporary and historical aspects of India’s foreign and security policies. He has written a number of books spanning international relations, strategic studies and modern South Asian history. 

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Additional Reading:

1. Union Budget 2019-2020, Ministry of Finance, Government of India
2. Of Counsel by Arvind Subramanian

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Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.

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