Making Sense of Global Equity Markets

The video discusses the volatile start to the year, highlighting thin market volumes and potential earnings downgrades in the US and Asia. It compares the performance of Asia and US markets, noting Asia's relative outperformance despite negative returns. The discussion shifts to market concerns about global growth slowdown and the Federal Reserve's interest rate hikes. The video concludes with an analysis of market valuations, suggesting that while risky assets are more attractive, it may still be too early to re-enter the market, with Asia potentially outperforming the US.

What factors are contributing to the volatility observed at the start of the year?

How does the performance of Asia compare to the US equity market during corrections?

What are the implications of a negative return in the US for Asian markets?

What concerns are currently affecting the equity market according to the text?

In what way has the valuation of risky assets changed compared to the previous year?