RiverFront Investment Group's Felton on Asia Markets

The video discusses the impact of China's economic slowdown on global markets, highlighting its significant role in the MCI emerging market index. It explores investment strategies amidst the uneven global recovery and the spread of the Delta variant, emphasizing a balanced portfolio approach. The discussion also covers consumer sentiment and economic outlook, noting positive trends in retail sales and personal consumption despite concerns over potential new restrictions due to the Delta variant.

What approach is being taken regarding portfolio positioning in light of current market conditions?

What indicators suggest that consumer sentiment is holding up despite economic challenges?