Underweight Stocks On Rising Earnings Risks: Maybank

The video discusses the current state of oil prices and inflation, suggesting that while inflation may peak soon, it will take longer to moderate. Investment strategies are advised to be defensive, with an underweight stance on equities, especially in Europe. The Federal Reserve's actions and the strong dollar are analyzed, with a focus on their impact on global markets. Cash holdings are recommended as a buffer, and Chinese tech stocks are seen as a potential opportunity. Cryptocurrencies are viewed cautiously, with blockchain technology highlighted as a promising area.

What is the speaker's view on the future of the dollar?

How does the speaker perceive cryptocurrencies in the current market?

What potential does blockchain technology have according to the speaker?