This Bull Market Has More to Go: Bank of Singapore’s Lee

The video discusses the current state of the market, focusing on earnings results, inflationary pressures, and investment strategies. It highlights the potential for continued growth in the bull market, despite some risks such as inflation and credit normalization in China. The video also emphasizes the importance of diversification and investing in cyclical sectors, particularly in the US and Asia. Additionally, it addresses the impact of the vaccine rollout and the bond market on investment decisions.

What is the outlook for US equities according to the speaker?

What are the cyclical sectors mentioned that are expected to perform well?

What are the two biggest downside risks identified in the discussion?