Description

Over the past week, markets have been facing a tug of war between optimism over the earnings growth recovery and uncertainty over inflation risks. In this episode, Eli Lee, Head of Investment Strategy at Bank of Singapore, helps investors navigate the latest in market developments:

• Tug of war between optimism on growth outlook and inflation fears
• Inflation more persistent than expected but stagflationary scenario not our base case
• Neutral stance on Chinese equities as low asset prices offset by subdued economic picture

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