Endowus: Stocks May Continue To Do Better Than People Expect

The video discusses the recent market corrections and the surprising recovery despite global economic challenges. It highlights the impact of Fed rate hikes, liquidity, and geopolitical issues on market sentiment. The discussion covers the risks from potential recessions in the US and China, and the opportunities in developed markets and private equity. The video also explores the growth of private markets, the role of liquidity, and the challenges in currency interventions due to rate differentials.

What role does China play in the current market sentiment as described?

What is the significance of private equity in the current market environment?

How are institutional investors expected to allocate their assets in the future?