Neutral Now on U.S. Dollar, Says Credit Suisse's Tantia

The video discusses market strategies in response to inflation, highlighting sectors like banks and materials that may benefit from cyclical recovery. It addresses potential tapering by the Fed and interest rate hikes expected in 2023. The focus is on cyclical markets in Germany, UK, Thailand, and Korea, with a neutral stance on China due to economic headwinds. Export markets and reopening themes in Asia are explored, with a preference for Asian high yield bonds in the credit market.

What sectors are expected to outperform tech stocks in the next three to six months?

What are the potential risks for the markets in the next nine months?

How does the reopening theme in Thailand impact its economic outlook?

What factors are contributing to the neutral or negative outlook on China?

What is the expected return on Asian high yield bonds in the next 12 months?