Rockefeller International Chairman, Ruchir Sharma, says higher interest rates could put the AI boom at risk. On Bloomberg’s Insight with Haslinda Amin, he also discussed his outlook on emerging markets including India and Indonesia.
Chapters:
00:00:00 – Ruchir Sharma on AI bubble risks
00:07:45 – Sharma: See a case for 50BP Fed hike
00:11:47 – Sharma on opportunities in Indonesia, emerging markets
00:15:12 – Sharma on outlook for China markets, AI
00:21:27 – Sharma on India as an anti-AI hedge
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