Credit Suisse: USD/CNY At 7.55 In 3 Months

The video discusses the outcomes of a significant Fed meeting, highlighting the slower pace of interest rate hikes and the market's mixed reactions. It also covers China's adherence to its zero COVID policy and the potential timeline for pivoting. The video advises caution in chasing recent market rallies due to lack of fundamental support and suggests reducing exposure in certain sectors. Additionally, it provides forecasts for the Chinese currency and economic conditions, emphasizing the impact of a strong dollar on Asian currencies.

What is the current consensus on the Federal Reserve's stance after the recent meeting?

• Uncertain

• Neutral

• Hawkish

• Dovish

What is the current stance of China's health ministry regarding the zero COVID policy?

• They are sticking with the current policy

• They are undecided

• They are planning to pivot soon

• They have already pivoted

What is the recommended action for investors regarding the recent market rally?

• Increase exposure

• Chase the rally

• Reduce exposure

• Hold steady

Which sector is advised to maintain investment due to strong fundamentals and policy support?

• Technology

• High beta, large cap names

• New energy

• Foreign investor-sensitive sectors

What is the forecasted value of the Chinese Yuan against the US Dollar in the next three months?

• 7.00

• 7.25

• 7.75

• 7.55