GAMA Asset Mgmt's de Mello on Markets and Strategies

The video discusses the impact of US inflation and Fed rate hikes on global markets, particularly Asia. It highlights the potential for higher terminal rates and the implications for risk assets. The speaker expresses cautious optimism about Asia's growth prospects, especially with China's reflation. Investment strategies are suggested, focusing on Asia and selective tech stocks. The video also covers treasury yields, recession risks, and inflation hedging strategies, emphasizing commodities as a potential hedge.

What is the expected impact of the pandemic on supply chains and tourism in Asia?

How should investors approach tech stocks in a rising interest rate environment?

What strategies can be employed to hedge against inflation in the current market?