Emirates NBD's Gupta: Close to Neutral

The video discusses economic indicators like the JOLTS report and employment data, highlighting the Fed's data-dependent approach. It explores tech market trends, emphasizing profitable tech and future trends like AI and electric vehicles. The discussion shifts to China's economic outlook, focusing on low valuations and potential stimulus. Finally, the viability of the 6040 portfolio strategy is analyzed, noting a shift in correlation between stocks and bonds.

How does the speaker describe the current state of the tech market, particularly regarding unprofitable tech?

What investment strategy does the speaker recommend for entering the Chinese market?

What does the speaker suggest about the correlation between stock and bond prices?