CEB International's Lam on Global Markets

The video discusses the Federal Reserve's monetary policy and market expectations, highlighting the potential for rate hikes and the absence of rate cuts this year. It examines the peak terminal rate's impact on inflation and the economy, emphasizing the need to maintain high interest rates. The video also explores investment strategies amid economic changes, focusing on sectors less sensitive to interest rate rises. Finally, it addresses asset allocation in Asia, noting the weakening US dollar and positive prospects for China and Hong Kong markets.

What sectors does the speaker recommend focusing on for investment?

What is the significance of the China reopening story in the context of asset allocation?