Being Cautious, But Opportunistic in Markets: Fernandez

The video discusses market strategies, focusing on trimming and buying stocks based on performance. It highlights a shift towards American markets due to global conflicts, particularly the Russia-Ukraine issue, and its impact on European economic recovery. The discussion also covers the volatility in commodities like oil, wheat, and corn, and the potential long-term effects on inflation and currencies. The role of China in mitigating the economic impact is also considered.

In what ways might inflation be affected by the ongoing conflict and its duration?

What role might China play in the global economic landscape in response to the situation with Russia?