Bank of Singapore's Malik on Going Underweight on IG Bonds, Raising Oil Forecast to $72

The video discusses current market conditions, focusing on US equity sector preferences, bond market dynamics, and the search for a new equilibrium. It highlights investment strategies in emerging markets, particularly high yield bonds, and provides an outlook on the oil market. The discussion also covers the impact of digital alternatives like Bitcoin on gold as a hedge. Finally, it analyzes China's economic data and its implications for future growth.

Which sectors are currently preferred over technology in the US equity space?

• Healthcare and Utilities

• Real Estate and Technology

• Consumer Goods and Services

• Energy and Financials

What is the new equilibrium in the bond market related to?

• Changes in fiscal policies

• Stock market fluctuations

• Currency exchange rates

• Interest rate adjustments

Why are emerging market high yield bonds considered attractive?

• They are government-backed

• They offer high returns

• They have low risk

• They have low duration

What is the expected price level for Brent oil in the next 12 months?

• $60

• $72

• $80

• $65

How has the rise of digital currencies affected gold?

• Made it more volatile

• Stabilized its price

• Decreased its demand

• Increased its demand

What is the current outlook for the Chinese property sector?

• Declining due to policy changes

• Positive with growth potential

• Neutral with no significant changes

• Negative due to high debt

What is the anticipated impact of China's economic recovery on global markets?

• Support for risk assets

• Stabilization of commodity prices

• Increased volatility

• Decline in foreign investments