Bank Julius Baer's Matthews Sees Virus Variants Delaying Asia Recovery

The video discusses global inflation risks, influenced by varying vaccination rates. It explores market trends, including the impact of digitalization and fiscal stimulus on inflation. The potential contagion risk of Bitcoin on broader markets is analyzed, with a focus on its institutionalization. The discussion shifts to tapering and economic recovery, highlighting strong economic numbers and inflation expectations. Finally, investment opportunities in Chinese Internet stocks are explored, noting their recent price drops and potential for growth.

What are the implications of the Bank of America survey regarding tapering and inflation expectations?

What does the speaker believe about the upcoming economic numbers in America and their effect on inflation?

How does the speaker interpret the recent performance of Chinese Internet stocks?