Pictet's Chen: Fed Funds Rate At Above 5% By May 2023

The transcript discusses economic uncertainties, focusing on inflation and policy lag. It examines the impact of Asian PMI and Fed's stance on investments, highlighting the potential for growth in Asia. The Fed's terminal rate clarity is explored, along with its implications for market confidence. Opportunities in China and India are discussed, emphasizing regional economic growth. The tech sector's outlook and Japan's yield curve control policy are also analyzed.

What are the expectations regarding the terminal rate set by the Fed?

What opportunities does the speaker see for India in terms of manufacturing?

What are the potential adjustments that may be needed in Japan's monetary policy?