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EssentialThe Essential Conversation

India: How To Play the Shift From West to East

Featuring Debashish Bose and Ash Bennington

Jul 29, 2022 • 39 minutes

Essential

The Essential Conversation

India: How To Play the Shift From West to East

The unraveling of the postwar global financial system is an opportunity for emerging economies.

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Featuring Debashish Bose and Ash Bennington

Jul 29, 2022 • 39 minutes

Calling it a “global” financial system ignores the fact that what it describes does not reflect the reality of what’s happening beyond the West, according to Debashish Bose, Managing Director of Oaks Asset Management. And it’s too simple to categorize countries like India as being “with” or “against” the United States and/or the U.S. dollar. Such framing, says Bose, ignores the reality of long-term trade relationships that include countries like Russia and China. But cracks are forming in the postwar order; as Bose sees it, the future will be defined by regional trade, energy blocs, and military alliances of convenience. India, transitioning from a low-income to a middle-income economy with a major focus on its digital ecosystem, is well-positioned to benefit from a global realignment. And Bose is positioning to capitalize on it. As Bose explains, “Assume anything that can be disrupted, will be disrupted.” Recorded on May 27, 2022.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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