How do you price a Beijing lockdown?

The video discusses the outlook for Chinese equities amid economic challenges, highlighting the impact of China's 0 COVID policy and global stagflation concerns. It identifies sectors like energy and healthcare as top performers in stagflationary periods. The Federal Reserve's challenges in managing inflation and interest rates are examined, along with opportunities arising from a strong dollar, particularly in emerging markets. Risks in Chinese equities are noted, and the need for portfolio adjustments from growth to defensive sectors is emphasized.

What strategies are suggested for positioning in the current economic cycle?

What are the implications of a stronger dollar on emerging market currencies?

What are the risks associated with investing in Chinese equities as mentioned in the discussion?