China A-Shares 'Affordable,' Principal Global's Chandgothia Says

The video discusses the performance of the US and Chinese markets, highlighting the US's outperformance. It examines the impact of Chinese policy changes on market sentiment, noting a shift towards fiscal easing and consumer-driven growth. The discussion covers market valuations, suggesting they are affordable compared to historical levels. Inflation trends and commodity prices are analyzed, with a focus on the Fed's potential response to inflationary pressures. The video concludes with an exploration of market expectations regarding Fed policy and the potential impact on risk assets.

What could potentially lead to a significant spike in inflation?

What is the outlook for inflation in the next two to three months according to the text?