BNP Paribas AM: Overweight U.S. Equities and Rotating Buying opportunities

The transcript discusses the impact of virus cases on asset allocation, particularly in emerging markets like Asia. It covers hedging strategies, market trends, and the shift towards technology and energy transition. The discussion also includes China's energy transition and its market effects. Finally, it examines the dollar's trajectory and its impact on Asian assets, highlighting the balance between data-driven and sentiment-driven perspectives.

How do emerging markets, particularly in Asia, compare to the US in terms of vaccine distribution and market comfort levels?

What are the implications of the current volatility profile in the US market for investors?

Discuss the potential risks associated with China's transition to cleaner energy.

What factors are contributing to the downward pressure on the dollar, and how might this affect Asian assets?

In what ways might the reopening trade influence market strategies in the US and Asia?