VS Partners CIO on Markets and Strategy

The video discusses the current market consensus, highlighting the risks associated with the Federal Reserve's policy and inflation. It explores the potential for a violent rotation in both the US and Chinese markets, with a focus on sector valuation and earnings growth. The discussion also covers portfolio strategies, particularly in Chinese equity, and the impact of Fed policy on market stability. The video concludes with an outlook on the US bull market, noting potential corrections and volatility.

How might inflation impact the market outlook for the upcoming year?

Discuss the implications of the earnings growth outlook being revised up significantly in 2021.

How does the current fiscal drag compare to previous fiscal stimulus measures?

What factors contribute to the vulnerability of risk assets in the current market?

What are the potential risks associated with the Federal Reserve's policy decisions?

What does the term 'violent rotation' refer to in the context of market sectors?

What are the key considerations for investing in Chinese equities moving forward?