European, Japanese Cyclicals Have Further to Run: UBS

The video discusses the subdued inflation and cyclical market trends, highlighting the US market's leadership and the global rotation pattern. It examines the impact of inflation on Chinese equities and suggests cautious investment strategies in China. The video also explores opportunities arising from divergences in central bank policies, focusing on regions like England, New Zealand, and Norway.

In what ways can investors approach the Chinese market with caution?

What are the implications of central bank policy divergences on investment strategies?