Equities Bull Market Is Very Much Intact, Says UBS’s Bevis

The video discusses a bullish outlook on equity markets, emphasizing a preference for risk-on strategies due to favorable economic conditions like GDP recovery and low interest rates. It highlights small and midcap equities in the US and emerging markets, particularly China and Latin America, as preferred investment areas. The discussion includes the impact of economic recovery, fiscal policies, and market liquidity on these markets.

What are the expected drivers of earnings growth in China this year?

How does the performance of Latin American equities compare to their emerging market peers?