Fidelity Is Long `Certain Areas' of Chinese Equities, Laud Says

The video discusses the current economic climate, focusing on the slowdown and credit reduction impacting the Chinese economy. It highlights the importance of cash as a new asset class and how investment strategies have evolved. The discussion also covers the shift in focus towards safe assets and diversification, with a comparison of investment options in different regions like Europe, Australia, and the US.

How should investors approach diversification in the current economic climate?

What are the implications of two-year treasuries exceeding the dividend yield on the S&P 500?