BlackRock’s Li Sees Further Upside for Equity Markets

The video discusses the current state of equity markets, highlighting the importance of the earnings season in determining market direction. It notes that while US equities have seen a 'flowless rally,' emerging markets are gaining traction due to favorable central bank policies and improving trade relations, particularly between China and the US. The video also outlines investment strategies, emphasizing an overweight position in emerging markets and US equities, while being underweight in European equities.

What factors are influencing the current momentum in equity markets?

How has the first quarter of the year performed in terms of equity market results?

What observations were made about the flow of investments in the first quarter?

What is the current sentiment regarding emerging markets compared to U.S. equities?

What role do central banks play in the current market environment according to the text?