U.S. Stocks Are Above Fair Value, Bordier's Goh Says

The video discusses recent market trends, focusing on the rebound in US stocks amidst a bear market. It highlights the commonality of strong rallies during troubled times and the current market correction. The discussion includes the concept of fair value, market overshooting, and the potential for further downside. It also touches on how Asian markets have already priced in a slowdown, suggesting that US market stabilization could signal a shift towards emerging markets.

What is the expected downside in the market according to the speaker?

How have Asian markets reacted compared to the US market regarding the slowdown?