Maybank Group WM on Asset Allocation

The video discusses China's property market, highlighting policy support measures and their impact on market sentiment. It examines global economic conditions, focusing on the resilience of the US economy and inflation concerns. The analysis covers fixed income and equity markets, suggesting a preference for fixed income due to better risk-reward potential. The video also explores sector and regional equity strategies, noting a neutral stance on global equities and opportunities in energy, healthcare, and consumer staples.

How does the relationship between bonds and stocks appear to be changing?

What sectors are favored for investment according to the text?

What is the outlook for energy stocks based on the recent market trends?