Kassam: Reduced Equity Allocation

The video discusses current market conditions, focusing on portfolio strategies amid economic uncertainties. It covers interest rate hikes, their impact on growth and inflation, and the revaluation of consumer stocks. The discussion extends to China's market outlook and European equities, considering geopolitical factors like the war in Ukraine.

What factors are influencing the current sentiment towards Chinese equities?

How does the war in Ukraine affect the economic outlook for Europe?

What are the expectations for the European Central Bank's future actions?