Trade War Most Important Factor Facing Markets, Says DBS' Hou

The video discusses the impact of the trade war on global markets, highlighting the volatility and investment opportunities in Asia, particularly China. It examines the divergence between US and China technology stocks, noting the domestic focus of Chinese tech companies. The video also explores current investment trends, emphasizing a defensive market positioning. It concludes with an analysis of the US market cycle, inflation, and the Federal Reserve's proactive measures to manage economic stability.

What is the speaker's view on inflation and its impact on the Fed's actions?

What potential positive outcome does the speaker suggest could arise from the Fed's rate hikes?