Capital Link CEO on Markets Ahead of Inflation Data

The video discusses the Federal Reserve's strategy to control inflation through rate hikes, focusing on a 50 basis point increase in March. It analyzes the bond market, particularly the 10-year yields, and the implications for equities. The discussion extends to global asset allocation, emphasizing Chinese equities and the PBOC's supportive role. The video concludes with investment strategies amid market uncertainties, highlighting the masking effect of mega caps on market indices.

What is the Fed's anticipated action regarding interest rates in March?

What concerns does the speaker express about the mega caps in the market?

How does the speaker define the current state of the bond market?

What implications does the speaker suggest regarding fiscal and monetary tightening?

What is the speaker's view on the allocation into Chinese equities?

How does the speaker perceive the role of the national team in the Chinese equity market?

What does the speaker suggest about the future of growth stocks in relation to mega caps?