StanChart's Goh on FOMC Expectations

The video discusses the FOMC's potential rate hike and balance sheet reduction, highlighting investor concerns about market volatility and the Fed's approach. It examines market rotation, sector performance, and investment strategies amid geopolitical risks. The video also evaluates technology stocks, emphasizing their long-term potential despite short-term pressures.

What is the primary focus for investors regarding the Fed's actions in March?

• The impact on the housing market

• The number of rate hikes in the year

• The speed of the balance sheet reduction

• The exact date of the rate hike

What is the 'Fed put' in the context of market volatility?

• A guarantee of high returns

• A strategy to increase interest rates

• A belief that the Fed will intervene to support markets

• A method to reduce inflation

Which sectors have outperformed year-to-date amid market rotation?

• Real estate and materials

• Financials and energy

• Technology and healthcare

• Consumer goods and utilities

What is the recommended strategy for investors during market volatility?

• Hold cash

• Invest only in bonds

• Buy on dips

• Sell all stocks

What geopolitical risk is highlighted as a potential market concern?

• The Ukraine-Russia confrontation

• Tensions between the US and China

• Brexit negotiations

• Middle East conflicts

Why might technology stocks remain under pressure in the short term?

• As a result of regulatory changes

• Due to low consumer demand

• Because of rising bond yields

• Owing to increased competition

What long-term perspective is suggested for technology investments?

• Consider them for their role in innovation

• Avoid them due to high risk

• Invest only in established tech giants

• Focus on short-term gains