Asia Ex-Japan Stocks Favored, Bank of Singapore's Malik Says

The video discusses the potential for a December rate hike and its implications, considering recent inflation data. It examines the Federal Reserve's stance on market volatility and the impact of quantitative easing. The discussion extends to global market sentiment, highlighting investor anxiety and risks. Finally, it covers investment strategies, emphasizing selectivity and opportunities in Asia ex-Japan equities.

What are the implications of the inflation numbers mentioned in the text?

What factors could lead to a faster pace of rate hikes according to the text?

How does the Federal Reserve's approach to market volatility reflect its overall strategy?

What is the current stance on equities and cash in the portfolios as discussed?

What opportunities are mentioned in relation to the Asian markets?