China and India: A Year of Transition

China and India contribute more than a third to global population, but still only account for a quarter of global output. So, as their economies mature and their markets open more to outside investment, their respective growth and inflation stories increasingly matter for global investors. Flow dynamics are of particular interest, given the equity markets in both economies have been underinvested in for years. And, with the Chinese renminbi a low-yielding currency and the Indian rupee a high-yielder, many of most popular and profitable carry trading strategies in FX markets over the last 18 months hinge on the path these two currencies take. This week, we take a deep dive into the world's second and fifth-largest economies, with a special focus on the forthcoming Indian election results and their impact, with the help of four of our Macro Strategy and Trading colleagues in the region.See omnystudio.com/listener for privacy information.

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Street Signals is a weekly podcast packed with insights about the latest developments in financial markets from State Street Global Markets. Leveraging new tools, proprietary data and deep expertise, the Global Markets research team delivers highly valued market analysis on a daily basis to the world’s leading institutional investors. Join Street Signals' host, Tim Graf, State Street’s Head of Macro Strategy for EMEA, as he discusses the most important matters moving markets with guests from State Street and industrywide.