SocGen's Benzimra on Markets and Strategies

The video discusses the dominance of the US dollar and its effects on emerging markets, highlighting the varying dependencies on the dollar and financial conditions. It examines the Chinese market's recovery amid COVID-19 strategies and potential lockdowns. The video also explores the oil market's volatility, inflation concerns, and the potential for recession. Finally, it addresses the tight correlation between property markets and household wealth in the Asia Pacific region, with a focus on China's property market recovery.

What signs of recovery are being observed in the Chinese equity market?

What is the relationship between inflation and the price of oil in the current economic climate?

How does the property market in China affect household wealth and confidence?