Dollar May Have Peaked or Could Be Peaking Soon: Nan Fung Trinity

The video discusses the current state of the dollar, potential Fed policy pivots, and their impact on global markets. It highlights the pressure on emerging markets and Asian economies due to a strong dollar, while noting potential opportunities in non-commodity sectors. The tech sector faces valuation challenges, particularly in Korea and Taiwan. China's economic policies are examined, with a focus on potential growth catalysts and the impact of COVID-19 policies. The video concludes with an analysis of corporate earnings guidance in the US and Asia, emphasizing uncertainties and potential cuts.

What are the potential catalysts for economic recovery in North Asia?

How do geopolitical risks affect China's semiconductor industry?

What are the expected trends in corporate earnings guidance in the US and Asia?