Bank of Singapore's Aita: Expect Gradual Tapering in November

The video discusses the impact of geopolitical risks, particularly the Kabul attacks, on market volatility and the shift in focus to Jackson Hole. It explores investment concerns in China due to regional instability and regulatory issues. The Federal Reserve's tapering plans and their implications for liquidity and inflation are analyzed. The discussion also covers inflation concerns, the Fed's communication strategy, and asset allocation advice, emphasizing US equities and small caps while considering market corrections.

What were the market reactions following the first wave of geopolitical risks mentioned in the text?

How did the market shift its focus after the tragic events discussed?

What are the concerns regarding the investment case in China as mentioned in the text?

What is the Fed's stance on inflation as discussed in the text?

What implications does the text suggest for asset allocation in the current market?

What specific sectors are mentioned in the context of market performance and adjustments?

How does the Delta variant impact the outlook for small caps according to the discussion?