Fidelity International's Ahmed on Markets

The transcript discusses China's unique economic cycle and its impact on global markets, particularly in terms of growth and inflation. It explores the valuation of Chinese equities and the potential for market dislocation. The role of central banks in managing inflation and the possibility of abandoning the 2% inflation target are debated. The discussion also covers investment strategies for 2023, emphasizing the importance of bonds and caution in equities due to economic uncertainties.

What are the implications of a potential balance sheet recession as discussed?

What does the speaker suggest about the future of the 6040 portfolio strategy?

How does the speaker assess the current state of bond yields and equities?