Only Game in Town Is Equity Markets, Says DBS Group’s CIO

The video discusses market reactions post-holiday, emphasizing the role of monetary policy in supporting global markets. It explores the potential impact of a trade deal between China and the US on market sentiment. The discussion includes an analysis of market fundamentals and valuations, highlighting the importance of equities in the current economic climate. Investment strategies, particularly the barbell approach, are recommended, focusing on growth and income-generating assets. Opportunities in the Chinese market, especially in large banks and technology sectors, are also explored.

What investment strategy is suggested in the text for navigating current market conditions?

What are the expected characteristics of dividend stocks in the current economic environment?