Markets Have Become Less Negative, Says Tribeca's Liu

The video discusses the current market conditions, highlighting the Fed's pragmatic approach amidst global uncertainties and the potential for market tightening later in the year. It notes the shift in market sentiment, with less negativity and relief for emerging markets. Emerging markets, particularly in Asia, are performing better than developed markets, with lower volatility and attractive dividend yields. The video also covers the potential resolution of the China-U.S. trade war, expecting reconciliatory moves and market openings from China.

What is the base case scenario for the China-U.S. trade war as discussed in the text?

What are the expectations regarding the resolution of trade tensions and its impact on the market?