Bull Market Still Intact Structurally, Bank of Singapore Says

The video discusses the current market volatility and economic inflection points, emphasizing the importance of portfolio resilience. It highlights the transition to a mature market phase with sector rotation from new to real economy sectors. The video also analyzes the Chinese equity market, suggesting potential opportunities as policymakers enter a new easing cycle.

How has the pandemic influenced monetary stimulus and its effects on the economy?

What factors are contributing to the current volatility in the market?

What is the significance of earnings in underpinning the market rally?

What sectors are expected to show value as the market transitions to a more mature phase?

What should investors focus on to ensure portfolio resilience in the current market conditions?