Favor EM Over U.S. Equities, Eastspring Investments' Gupta Says

The video discusses the Federal Reserve's accommodative stance, emphasizing that the US economy is not at full potential, which reassures equity markets. It explores investment strategies, highlighting opportunities in cyclical sectors and high-yield bonds. The impact of fiscal policies in Hong Kong and the US is examined, noting the importance of continued policy support for economic recovery. The video also analyzes rising bond yields as a sign of economic strength and inflation expectations, stressing the need for careful policy withdrawal to maintain market confidence.

How does the speaker characterize the current state of the fixed income space?

What concerns does the speaker express regarding the withdrawal of fiscal policy support?

What does the speaker imply about the future outlook for risk assets?