JPMorgan' Yeo: Expect 2nd Quarter to Be Peak of Reflation

The video discusses the optimistic outlook for global economic recovery, highlighting the role of vaccine rollouts and the challenges faced by some countries. It explores China's initiatives towards a green economy, focusing on carbon targets and investment opportunities in renewables. The impact of electric vehicle demand on commodities like nickel and cobalt is examined, along with the reflation trade. Investment strategies are discussed, emphasizing pricing power and asset allocation in the context of current economic conditions.

What role do commodities play in the current economic context?

How does the speaker suggest investors should approach their asset allocation?

What is the significance of pricing power for companies in the current market?