Does the Rally in Financials Have Further to Go?

The video discusses the current rate hike cycle and its impact on the financial sector, particularly in the US and Asia. It explores investment opportunities in financials, focusing on their value and potential growth. The discussion includes the role of interest rates and inflation, with a specific look at Asian banks and commodities. The video also examines the PBOC's strategies to manage capital flows and interest rates, highlighting the potential for rate increases to control capital outflows.

What role do commodities play in the financial sector's performance according to the discussion?

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What strategies might the PBOC employ to manage capital outflows as mentioned in the text?

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