StanChart's Goh: We Are Constructive on China

The video discusses the current state of US equities, highlighting the testing of the 200-day moving average and the implications of a stronger dollar on risk assets. It also covers China's economic policies, emphasizing their easing stance compared to other major economies. The impact of oil prices and geopolitical tensions on inflation and global markets is analyzed, along with the potential continuation of the US dollar's rally and its effects on global currencies.

What factors could lead to a potential pivot in the Federal Reserve's policy stance?

In what ways is China addressing its economic challenges compared to other developed economies?