Energy, Financial, Health-Care Stocks Favored, UBS Says

The video discusses the resilience of market sentiment amidst volatility due to policy tightening in response to inflation. It highlights the potential for strong economic growth and the importance of sectors like oil and financials as investments. The challenges of investing in Chinese ADRs due to regulatory scrutiny are addressed, emphasizing the need for a long-term perspective. The outlook for emerging markets is optimistic, with expectations of growth in the second half of the year as policies stabilize.

In what ways is oil viewed as a hedge against inflation?

What is the outlook for emerging markets in the second half of the year?