Bank of Singapore's Malik on Going Underweight on IG Bonds, Raising Oil Forecast to $72

The video discusses current market conditions, focusing on US equity sector preferences, bond market dynamics, and the search for a new equilibrium. It highlights investment strategies in emerging markets, particularly high yield bonds, and provides an outlook on the oil market. The discussion also covers the impact of digital alternatives like Bitcoin on gold as a hedge. Finally, it analyzes China's economic data and its implications for future growth.

What are the speaker's thoughts on gold as a hedge in the current economic climate?

What upcoming data from China does the speaker consider important for market exposure?

How does the speaker assess the economic recovery in China and its impact on risk assets?