RHB's Jha: Buy Risky Assets On Dips

The video discusses the persistent inflation in the US and the Federal Reserve's policy outlook, predicting no rate cuts this year. It analyzes the bond market, highlighting mispricing and volatility, and suggests a strategic approach to asset allocation. The equities market is seen as more favorable in developed markets, with skepticism about a V-shaped recovery in China. The video also covers the rise of cryptocurrencies and currency market trends, emphasizing alternative assets like gold and crypto as havens. The dollar is expected to remain range-bound, with relative value trades preferred.

What is the core view regarding PC inflation in the United States for the next couple of months?

Evaluate responses using AI:

OFF

How does the speaker perceive the current state of the US and global banking system?

Evaluate responses using AI:

OFF

What is the forecast for the Fed funds rate according to the speaker?

Evaluate responses using AI:

OFF

What does the speaker suggest about the bond markets and their pricing?

Evaluate responses using AI:

OFF

What is the speaker's outlook on equities versus emerging markets?

Evaluate responses using AI:

OFF

How has Bitcoin's performance been characterized this year?

Evaluate responses using AI:

OFF

What is the speaker's perspective on the dollar's performance in the near term?

Evaluate responses using AI:

OFF