What Should Investors Watch for During Trump's Speech?

The video discusses market expectations from Donald Trump's speech, focusing on fiscal policy details like tax reform, spending, and trade. It explores China's potential leadership in globalization 2.0, especially if the US turns inward. The analysis covers US trade policy shifts, potential trade wars with China, and the impact on global markets. The video also examines the reflation trade trend post-election and opportunities in emerging markets, emphasizing sector-specific investments and the influence of protectionism.

What details are expected to move the markets according to the speaker?

What is the pecking order of the issues that the market is looking for?

How does the speaker view the relationship between the US and China?

What is the speaker's perspective on the reflation trade since the election?

What does the speaker suggest about the future of emerging markets?

What are the potential risks mentioned regarding the US's approach to China?

What sectors does the speaker believe will win or lose in a world of protectionism?