Manulife's Trinh: Global Contagion Risk From China

The video discusses the impact of regulatory clampdowns in China on Asian markets, highlighting investment strategies in Korea and Taiwan. It explores political and economic risks, market volatility, and inflation concerns. The role of the Federal Reserve and its policies are analyzed, with a focus on tapering and its implications. The video concludes with insights into inflation trends and investment outlooks, emphasizing the importance of understanding political and economic dynamics in global markets.

What sectors are expected to perform well in the current economic environment?

What are the political risks associated with the current economic climate in the US and China?

How does the current inflation trajectory affect investment strategies?