JPMorgan AM's Hui: a Bit More Risk on in 1H, More Balance Portfolio in 2H

The video discusses market dynamics, focusing on asset allocation strategies in response to global growth expectations. It highlights the impact of inflation and interest rates on market valuations, emphasizing the Federal Reserve's cautious stance. The correlation between stocks and bonds is analyzed, noting short-term trends. Emerging markets are explored, considering virus-related risks and opportunities in Northeast Asia. Finally, currency trends are discussed, with a focus on the yuan's stability amid US-China relations and dollar strength.

In what ways might the Federal Reserve's actions affect market expectations?

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What factors could influence the strength of the yuan in the coming year?

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