Julius Baer Is 'Overweight' US Stocks; Likes Japan, India

The video discusses the overweighting of US equities due to higher returns and the impact of the Fed's policies. It highlights the challenges in China's property sector and the need for economic rebalancing. The video also explores investment opportunities in Japan and India, noting their economic strengths and potential for growth.

What challenges does the speaker identify regarding China's economic rebalancing?

What is the speaker's outlook on India's economic situation and its potential for growth?