Dollar to Remain Strong Medium to Long Term: UBS's Tay

The video discusses the economic environment, focusing on interest rates, the US dollar, and market positioning. It highlights the Federal Reserve's hawkish stance and the impact of the Omicron variant on growth. The video also explores investment opportunities in Japan and the outlook for Chinese equities, emphasizing the need for unconventional investment strategies. Predictions for 2022 include a stronger US dollar, easing credit growth in China, and potential market recovery.

What are the reasons for optimism regarding Japanese equities?

What challenges are faced by the Chinese equities market, and what is the current sentiment?

How do liquidity conditions in developed markets compare to those in China for the upcoming year?