BlackRock Says Global Investors Are Underinvested in China

The video discusses investment strategies in Asian markets, highlighting the impact of the pandemic and policy responses. It emphasizes the potential in North Asia, particularly in the tech sector, and the importance of China in global portfolios. The discussion covers inflation risks and the blending of fiscal and monetary policies, with a focus on the Fed's new framework. Geopolitical tensions, especially between the US and China, are considered structural and persistent. The video concludes with insights on the dollar's stability and its implications for emerging markets.

What are the implications of the Bank of Canada's decision to withdraw stimulus according to the discussion?

What does the speaker suggest about the ongoing policy support from the Fed?

In what ways does the speaker believe the tensions between the US and China will persist?