Citi Private Bank’s Peng: We Are Still Overweight Equities

The video discusses the current market uncertainty, focusing on the Fed's hawkish stance and its impact on portfolio strategies. It highlights the importance of being cautious, especially with the ongoing issues in China, such as the Evergrande crisis. The speaker suggests overweighting equities, particularly in the healthcare sector, due to its strong performance and low volatility. The video also examines the potential fallout from Evergrande on the real estate sector and the broader Chinese economy, emphasizing the need for policy support. Finally, it explores the implications for emerging markets and commodity demand, considering China's role in the global supply chain.

What strategies can investors adopt to find safety in the current market conditions?

What role does the healthcare sector play in the current investment strategy?

How does the demand for commodities relate to China's economic situation?