SocGen's Benzimra: Cyclical Strength in the U.S. and China Close to Peal

The video discusses the current market positioning with a focus on Asia, highlighting opportunities in China equity and the impact of reflation trade. It explores the energy transition's role in driving inflation, particularly through green stocks in China. The tech sector is analyzed, noting trends in semiconductors and internet regulation. Finally, the video examines the People's Bank of China's policies and their implications for market dynamics and credit cycles.

How is the semiconductor cycle affecting the tech sector in Asia?

What changes are expected in the Chinese Internet sector due to regulatory adjustments?

What are the potential effects of the PBOC's tightening policy on investors?