DBS Group CIO Wey Fook Hou Discusses 1Q Market Outlook

The video discusses the impact of the Federal Reserve's policy changes on market volatility, emphasizing the importance of investing in quality stocks. It highlights the regulatory challenges faced by Chinese tech companies and their valuation shifts. Strategies for hedging against volatility, such as the barbell approach, are explored. The video also examines investment opportunities in Asia and emerging markets, focusing on dividend yields and secular growth.

What are the implications of regulatory headwinds on investment strategies in China?

How can investors hedge against volatility in the current market environment?

What factors contribute to the valuation of emerging markets compared to developed markets?