In China, We’re Overweight Large Cap Versus Small Cap, Says UBS’s Zuercher

The video discusses the aftermath of the Shanghai talks and Fed meeting, focusing on President Trump's trade policies and their impact on markets. It highlights the unexpected tariffs on China, their implications for US consumers, and the potential influence on Fed decisions. The discussion extends to global market reactions, risk management strategies, and currency trade approaches in the current economic climate.

What are the potential risks associated with the current economic strategies discussed?

In what ways has the macro environment affected investment strategies in Asia?