Expect a Rebound in Asian Equities, Says Pictet's Donay

The video discusses the impact of US equities on President Trump's policies, particularly his protectionist stance. It highlights how a correction in US equities could influence Trump's approach. The video also examines Trump's economic policies, including tax cuts and tariffs on Europe and China, and their effects. Additionally, it explores the correlation between the Shanghai Composite and the Chinese currency, noting recent weaknesses. Finally, it considers the potential for a rebound in emerging markets, especially Chinese equities, due to economic and earnings growth.

What are the potential consequences of continued downward pressure on the Chinese economy?

What factors could trigger a rebound in Chinese equity markets?