Capital Link’s CEO Sees More Upside for Global Equities

The video discusses the potential for a continued global equity rally, emphasizing the positive impact of US-China relations and dovish monetary policies. It highlights the importance of market fundamentals, which are often overlooked, and explores the effects of inflation and oil prices on the market. The discussion suggests that higher oil prices could lead to increased R&D spending, which may benefit the market.

What factors contribute to the uncertainty surrounding the equity market rally?

How do the US and China influence the global equity market according to the discussion?

What role do fundamentals play in the current equity market situation?

What is the general sentiment towards the current equity market rally among investors?

How might higher oil prices impact inflation and the equity market?