UBP's Villamin on Macro Strategy

The video discusses the economic strategies of the EU and US regarding China, highlighting a shift from direct investments to indirect ones through European companies. It also covers valuation trends in China, the impact of geopolitics on the chip sector, and TSMC's diversification efforts. The broader tech sector's risks and the attractiveness of healthcare investments are also explored, with a focus on the US dollar and equity strategies.

What are the potential risks and opportunities in the broader tech space in the US?

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What investment strategy is suggested for the healthcare space and why?

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