Emirates' Gravier on Chinese Equities

The video discusses the potential rate cuts in 2023 and 2024, analyzing market expectations and the Fed's possible strategies. It explores inflation projections, the impact of geopolitical risks, and the economic outlook for 2023, with a focus on the US and China. The discussion includes the potential for China's economic reopening and its implications for global markets.

What are the risks associated with the current economic sentiment and valuation?

In what ways could China's reopening impact global markets?