Strategist Sinche Sees Markets Driven by Taxes, Growth

The video discusses the current market optimism driven by global economic improvements and expected tax cuts in the US. It highlights China's robust domestic economy and credit growth as key indicators. The discussion also covers US earnings growth overshadowed by political factors and potential risks from global monetary policies, particularly in China and the Eurozone.

What concerns are raised regarding credit growth in China?

In what ways might the monetary policy changes in the US and Europe impact the markets?