Fed to Make Some Sort of Taper Announcement in 2021: State Street

The video discusses the Federal Reserve's dovish stance and expectations for tapering by the end of the year. It highlights the economic uncertainty caused by the Delta variant and mixed economic indicators. The discussion also covers the challenges of investing in China due to its economic risks and adversarial relationships. Finally, it explores investment opportunities in Taiwan and Korea, which have less uncertainty and attractive valuations.

What are the implications of the uncertainties surrounding the Chinese government for investors?

Which markets does the speaker suggest focusing on for better investment opportunities?