Chanda: Keep On Track In Equity Allocation

The video discusses investment opportunities in Hong Kong amidst negative sentiment due to COVID-19 policies. It explores the potential for a market rebound in China, influenced by geopolitical factors and policy actions. The Federal Reserve's approach to inflation, including interest rate hikes, is analyzed, considering supply chain disruptions and demographic changes. Currency strategies, particularly the dollar and euro, are also examined in light of ongoing Fed rate hikes.

What are the current sentiments regarding Hong Kong stocks according to the text?

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How does the speaker perceive the potential for a rebound in Chinese equities?

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What factors are contributing to the current inflation situation as discussed in the text?

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What is the expected impact of the Federal Reserve's actions on the market according to the speaker?

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What does the speaker suggest about the long dollar trade in relation to Fed rate hikes?

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