Market Thinking Mark Tinker on Global Markets

The video discusses the current market concerns, focusing on the Fed's actions and their impact on inflation. It highlights the global shift away from the US dollar and the potential adoption of the SDR for trade. The discussion also covers China's economic position, its recovery potential, and investment strategies in commodities and energy. The video suggests a shift in investment focus towards emerging markets and real assets, with a particular emphasis on China's role in the global economy.

What factors does the speaker believe will influence China's economic recovery?

How does the speaker view the relationship between energy stocks and the Chinese economy?

What strategies does the speaker suggest for investing in China?