T. Rowe Price's Poullaouec on Markets, Strategy

The video discusses investment strategies focusing on value and emerging markets, with a particular emphasis on China. It highlights the reduced catalysts for value outperformance and explores opportunities in Chinese equities and credit. The impact of global inflation on bond markets is also analyzed, noting different dynamics between developed and emerging markets.

In what ways can investors approach the Chinese tech sector following policy changes?

What are the expected impacts of prolonged inflation on the bond market according to the discussion?