TPW’s Pelosky Sees Early Stages of Earnings-Driven Markets

The video discusses the transition from liquidity-driven to earnings-driven markets, highlighting global earnings growth in the US, Europe, and Japan, with a focus on Asia's reopening. It examines supply chain disruptions and their impact on portfolios, emphasizing the potential in Asia and challenges in the ETF space. The discussion also covers China's regulatory environment, the Evergrande situation, and the strategic moves by the Chinese government to influence market dynamics.

What are the key points regarding global earnings mentioned in the text?

How does the speaker view the economic situation in Asia compared to other regions?

What strategies does the speaker suggest for investing in Asia?

What challenges are mentioned regarding supply chain disruptions?

What is the speaker's perspective on the future of earnings growth?

What concerns are raised about the Evergrande situation in China?

How does the speaker assess the impact of Chinese government edicts on the market?