StanChart's Goh: We Are Constructive on China

The video discusses the current state of US equities, highlighting the testing of the 200-day moving average and the implications of a stronger dollar on risk assets. It also covers China's economic policies, emphasizing their easing stance compared to other major economies. The impact of oil prices and geopolitical tensions on inflation and global markets is analyzed, along with the potential continuation of the US dollar's rally and its effects on global currencies.

What technical indicator is mentioned as being tested by US equities?

• Bollinger Bands

• Relative Strength Index

• 50-day moving average

• 200-day moving average

Why is a weaker US dollar important for risk assets?

• It boosts oil prices

• It increases inflation

• It helps sustain the recovery

• It decreases interest rates

What is China's approach to economic policies compared to other major economies?

• Easing policies

• Tightening policies

• Maintaining current policies

• Increasing tariffs

What factor is likely to pose an upside risk to inflation worldwide?

• Decreasing oil prices

• High inventory levels

• Stable geopolitical conditions

• Energy prices

What structural shift is mentioned as influencing future energy prices?

• Increased oil production

• Decarbonization

• Higher CapEx by oil companies

• Stable geopolitical environment