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Prashant Bhayani Talks Thematics
Manage episode 324636371 series 3335470
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Going into 2022, which thematic trends will be the winners and losers? How can we ride on changing consumption trends globally and in China? And should we be betting on India right now? Prashant Bhayani from BNP Paribas Wealth Management gives his take.
The chief investment officer for Asia is recommending investors to watch out for traditional and technology infrastructure themes in the US, Europe, and China as they increase spending.
Travel is also starting to pick up, along with luxury goods expenditure, and telemedicine won’t go away, Bhayani said. ‘There’s going to be companies in China that benefit from mass consumption.
‘I think India is an overlooked market in the Asian context because China clearly gets a lot of attention. It is a massive domestic consumption opportunity and there are huge infrastructure needs in India,’ he said.
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