Invesco's Hooper Sees Opportunity in Emerging Asia

Christina Hooper discusses the Fed's messaging and its impact on market sentiment, highlighting the punch bowl analogy for risk assets. The conversation shifts to market sentiment indicators, small caps, and the ongoing rotation between value and growth stocks. GE's recent performance is analyzed, noting its positive cash flow outlook. Inflation expectations and emerging markets, particularly in Asia, are also discussed, with a focus on the impact of a weaker dollar.

What is the significance of the rotation towards small caps and industrials according to Christina?

How does Christina view the potential for inflation in the near future?

What is Christina's outlook on emerging markets, particularly in Asia?