Citigroup Is 'Overweight' Financial, Tech, China Stocks

The video discusses the impact of rising interest rates on bank earnings and market volatility, particularly in the bond markets. It explores the tech sector's response to these changes and evaluates opportunities in the UK and European markets. The discussion also covers market valuations, economic drivers, and China's economic outlook post-COVID-19.

In what ways might central banks and macroeconomic elements drive market performance moving forward?

What are the expected catalysts for the Chinese economy post-party Congress?