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    Carmignac Says Equity Market Could Unwind on Macro Risks

    Obe Ejikeme, global equities fund manager at Carmignac, discusses cyclicals and the sentiment-driven rally of the past few months. "If you get this big disconnect between what the market is doing, or what the underlying potential macro risks are, then I think the chance of seeing an equity market unwind, or at least a reversal of some of these riskier trades, is quite high," he tells Bloomberg Television.

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    Is West Bengal a Bigger Test for Modi's BJP or the Opposition?

    India's state election in West Bengal has emerged as a critical political test for Modi's BJP as well as opposition parties. The outcome matters especially as the BJP seeks to expand beyond its northern strongholds, while regional parties face a high stakes fight for political survival. Political analyst and commentator Arati Jerath joined Haslinda Amin and Menaka Doshi on Insight with Haslinda Amin to assess what is at stake and how the vote could shape India's political landscape.

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