Investors Need to Be Disciplined on Valuation: Wong

The video discusses the current state of global markets, focusing on earnings guidance, inflation, and monetary policy. It highlights the risks associated with opaque earnings guidance and inflationary pressures. The discussion also covers the impact of the yield curve on equity markets, investment opportunities in defensive sectors like global healthcare, and regional perspectives on China and emerging Asia. The importance of disciplined valuation and quality in investments is emphasized.

How has the selling pressure at the start of the year been characterized?

What are the two main risks mentioned for the year?

What factors are contributing to the margin pressure mentioned?

What is the projected core inflation rate for Singapore in 2022?

What is suggested as a good strategy for investors in the current market?

What sector is highlighted as attractive despite political risks?

What is the current perspective on Asian equities compared to developed markets?