DBS CEO Warns of Stock Correction, Rise in Bond Yields

The transcript discusses the current state of inflation expectations and market dynamics, highlighting the disconnect between market expectations and central bank policies. It addresses concerns about asset overvaluation and potential market corrections driven by supply and demand. The discussion shifts to US-China relations under the Biden administration, emphasizing a consistent stance on China with a focus on human rights and coalition building. Finally, it explores US policy towards Asia, stressing the importance of US leadership in maintaining geopolitical stability.

What role does the speaker believe the US should play in global affairs?

How does the speaker view the balance of power between China and the USA in Asia?

What are the implications of the US's presence in Asia according to the speaker?