Likely Correction in Equities Over Summer: Credit Suisse’s Woods

The video discusses global investment strategies, focusing on inflation, market expectations, and regional opportunities. It highlights the temporary nature of current economic imbalances and the potential for market volatility. The discussion includes insights into Asian markets, particularly South Korea and Thailand, and the impact of COVID-19 on these regions. The video also addresses challenges in China's market due to regulatory interventions.

What is the speaker's perspective on the equity market and potential corrections?

How does the speaker characterize the investment opportunities in South Korea and Thailand?

What are the concerns regarding the new COVID variant and its impact on equity investments?