Eastspring's Gupta on Markets, Strategy

The transcript discusses the strength of the US dollar, supported by interest rate differentials, inflation, and growth prospects. It explores market expectations for a soft landing and the preference for US markets. The analysis of US treasuries suggests limited yield increases, with potential inflation impacts. China's economic outlook is considered, with a focus on policy actions and investment strategies. The discussion compares the clarity of economic situations in the US and China, highlighting the need for more policy signals from China.

What is the expected impact of China's economic rebalancing on global markets?

How do policymakers' actions influence consumer sentiment and spending?

What sectors in China are expected to perform well according to the text?