EPFR's Brandt on Markets, Omicron Concerns

The video discusses the challenges and risks of pursuing a COVID-0 strategy, particularly in Asia, and its impact on immunity and market trends. It highlights the investment flows favoring markets with herd immunity approaches and the implications of SenseTime's IPO amid geopolitical tensions. The tech sector's recovery in risk appetite is examined, along with the central banks' cautious approach to policy risks and interest rate adjustments.

What are the potential downsides of pursuing a zero COVID strategy?

How does the evolutionary pattern of viruses affect their lethality and infectiousness?

What factors are influencing institutional investors' flows in the market?

What is the significance of herd immunity in the context of the current pandemic?

How are geopolitical tensions affecting the tech sector and investor sentiment?

In what ways has the perception of remote working changed since the pandemic?

What are the implications of central banks' policies on market stability?