UBS's Qiao on Global Markets

The video discusses the current economic landscape, focusing on inflation, Fed rate hikes, and their impact on markets. It highlights the importance of data in market reactions and the potential for higher yields. The discussion also covers opportunities in equity markets, particularly in defensive and value stocks, and the potential in emerging markets. The impact of the dollar's strength and its expected weakening is also considered, with a focus on global recovery and investment opportunities.

What regions does the speaker suggest looking at for better equity valuations?

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What strategies does the speaker recommend for investors in the current market?

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What is the speaker's perspective on the dollar's future?

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