Bhanu Baweja

In this discussion, Bhanu Baweja, Chief Strategist at UBS Investment Bank, delves into the complexities of current investment landscapes. He analyzes the implications of ongoing tariffs, particularly with China, urging investors to focus on defensive sectors. Baweja also reflects on Disney's unexpected earnings boost and the launch of a new theme park in Abu Dhabi. Additionally, he emphasizes the need for adaptive strategies in the face of declining globalization and warns against complacency among investors during uncertain market conditions.

Bhanu Baweja, Chief Strategist at UBS Investment Bank with 20+ years tracking global markets. He warns markets may be treating Middle East conflict as a short shock. He compares potential oil losses to Russia‑Ukraine, explores long‑term energy security, and examines how an oil or liquidity shock could threaten AI investment and India’s domestic investor resilience.