This Bull Market Has More to Go: Bank of Singapore’s Lee

The video discusses the current state of the market, focusing on earnings results, inflationary pressures, and investment strategies. It highlights the potential for continued growth in the bull market, despite some risks such as inflation and credit normalization in China. The video also emphasizes the importance of diversification and investing in cyclical sectors, particularly in the US and Asia. Additionally, it addresses the impact of the vaccine rollout and the bond market on investment decisions.

What is the current state of asset valuations according to the transcript?

• Fully priced in

• Undervalued

• Not fully priced in

• Overvalued

What is the expected growth in EPS for the S&P this year?

• 40%

• 20%

• 10%

• 30%

What is one of the main concerns regarding inflation mentioned in the transcript?

• It will have no impact on the market

• It will lead to a financial crisis

• It is a transitory scare

• It will cause a recession

Which sectors are expected to benefit from the US infrastructure bill?

• Technology and Healthcare

• Financials and Industrials

• Consumer Goods and Services

• Telecommunications and Utilities

What is the expected impact of policy normalization in China?

• It will have a calibrated approach

• It will lead to a major economic downturn

• It will not affect the market

• It is expected to be premature

What is a potential upside risk mentioned in the transcript?

• Faster vaccine rollout

• Slower vaccine rollout

• Increased inflation

• Decreased market liquidity

What is a key strategy for managing risks in emerging markets?

• Investing solely in China

• Avoiding cyclical sectors

• Focusing on high-yield bonds

• Diversifying outside of China