RHB's Jha Sees No More Fed Rate cuts In 2023

The video discusses recent changes in market expectations and the Federal Reserve's interest rate policies. It highlights the normalization of markets, particularly in fixed income and currency sectors, and the Fed's focus on reducing inflation. The speaker outlines investment strategies for 2023, emphasizing overweight equities and underweight cash. Risks and opportunities in global markets are explored, with a focus on the US, India, and Southeast Asia, while maintaining a bearish outlook on China.

What risks and uncertainties are mentioned regarding the global economic outlook?

How does the speaker view the relationship between equity markets and the current economic conditions?

In what ways does the speaker suggest investors should approach the current market?