UBS Global Wealth Mgmt's Tay on Markets and Strategies

The video discusses the economic outlook for Asian equities, highlighting muted inflation due to subsidies and potential future pressures from high fuel prices. It examines the impact of rising US Treasury yields on Asian currencies, particularly in countries with current account deficits. The video also explores China's COVID-19 policy and its effects on market volatility, as well as the corporate bond market's response to recession risks. Finally, it analyzes the commodities market, considering China's demand and global recession impacts.

How do the expectations of a recession differ between the markets and central banks?

What strategies might investors consider in the current economic climate?

What is the current outlook for commodity prices in relation to China's economic recovery?