Global CIO Office MD Johan Jooste on Global Markets Strategy

The video discusses the correlation between tech stocks and bond market movements, highlighting the impact of inflation and interest rates on portfolio strategies. It compares US and Chinese tech stocks, noting the potential value in Chinese tech due to market conditions. The challenges in the Chinese property market, particularly with companies like Evergrande, are analyzed. The video also explores the potential of emerging markets, especially India, in the context of Fed rate hikes and a commodity upcycle.

What challenges does the Chinese property sector face according to the discussion?

What is the significance of the Fed's rate hike in relation to the market?

How do emerging markets relate to the current economic conditions discussed?