Evans and Partners' Meagher on Global Markets

The video discusses the risks posed by global central banks to the Australian market, focusing on the Reserve Bank of India's rate hikes and their delayed impact. It suggests maintaining equity allocation and diversification in portfolios. The video highlights opportunities in small cap stocks, noting their current undervaluation and potential for high returns. It also examines China's market potential following its economic reopening, emphasizing opportunities in consumer and travel stocks.

What are the key risks associated with the Reserve Bank of India's (RBI) rate hikes in the current economic environment?

Discuss the implications of the lag effect mentioned in relation to portfolio construction.

How does the current performance of small caps compare to the broader market according to the text?

What factors contribute to the optimism in markets related to China's reopening?

What investment opportunities are highlighted in the text regarding consumer stocks in China?