State Street Says Focus on Cyclical Stocks, Not Just Value

The video discusses recent market trends, highlighting a shift from growth to value stocks due to election results and positive vaccine news. It explores the role of inflation in sustaining value stock rotation and suggests focusing on cyclical recovery. The discussion also covers China's industrial growth, its investment potential, and the significance of the RCEP trade deal in strengthening Asian economic ties.

What are the implications of the recent surge in Chinese industrial profits?

Discuss the significance of the RCEP trade deal in relation to China's economic recovery.