BoS's Lee: Maintain Defensive Stance Into 2H

The video discusses the current economic landscape, focusing on inflation, US CPI concerns, and the Federal Reserve's hawkish stance. It highlights the strength of the US dollar and its impact on risk assets, suggesting a challenging environment for financial markets. The discussion also covers the potential for Chinese equities to perform well despite global economic difficulties, and the outlook for asset classes and Asian markets, particularly Singapore, in the face of tightening financial conditions.

What are the implications of Chinese equities performing well despite global economic challenges?

How do you foresee the performance of asset classes in the second half of the year?

What is the outlook for Southeast Asian markets in the context of a potential bear market?