Good Time to Rebuild Positions in Chinese Equities: DBS Group

The transcript discusses the economic recovery in China, highlighting the impact of tapering stimulus policies and the potential for rebuilding equity positions. It addresses the Delta variant's effect on Asian markets and the importance of vaccination progress. The shift in tech trends from large to smaller caps in Asia is explored, with a focus on digitalization. The US earnings outlook is analyzed in the context of potential Fed tapering, with a historical perspective on inflation and interest rates. The discussion concludes with an examination of market fundamentals, valuation, and technicals, emphasizing the influence of FOMO and TINA.

What are the implications of China's tapering stimulus policies on market recovery?

How does the barbell strategy work in constructing investment portfolios?

What factors contribute to the visibility of earnings growth in the next several years?

Discuss the impact of vaccination rates on market preferences between the US and Asia.

What are the potential effects of tapering on earnings and market trajectories?

How does the aging population affect inflation trends globally?

Explain the relationship between fundamentals, valuation, and technicals in the current market context.