Mizuho Bank's Varathan on Dollar, Fed Policy

The video discusses the strength of the dollar and its impact on global markets, highlighting the uncertainty around peak rates and the TINA effect. It explores market reactions to potential rate pivots and the challenges faced by emerging markets due to aggressive rate hikes. The discussion also covers investment strategies amidst economic uncertainty, focusing on inflation hedges and quality assets.

What challenges do investors face when considering investments in China currently?

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