Macro and Markets: Optics vs Optimisim

As a new year kickstarts in the trading calendar we take stock of the trends in equity markets and economy. Samir Arora of Helios Capital and Sajjid Chinoy of JPMorgan weigh in on the risks, rate cycle and market returns with host Anupriya on The Morning Brief   You can follow our host Anupriya Bahadur on his social media: Twitter: https://twitter.com/anupriaLinkedin: https://www.linkedin.com/in/anupriya-nair-297b4a7/   Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.