T. Rowe Price's Poullaouec on Markets

The video discusses investment strategies in emerging markets, focusing on China and Japan. It highlights the potential impact of Japan's economic policies and the current state of the Chinese market. The discussion also covers the US inflation outlook and its effect on market volatility, suggesting a more subdued environment for equities and bonds.

How does the speaker suggest balancing overweight positions in certain emerging markets?

What recent changes have been made to the investment stance regarding Japan?

What is the speaker's outlook on the US market in relation to valuations and earnings?

What factors are influencing the speaker's expectations for the yield curve control policy?

How does the speaker view the potential for a rally in Chinese stocks?

What is the speaker's perspective on inflation trends in the US?

What does the speaker predict about the volatility environment for the upcoming year?