UBP: Focus On Quality And Valuation

The video discusses the regulatory challenges facing Chinese tech companies, particularly Tencent, and the uncertainty surrounding regulatory reforms. It also covers the impact of currency fluctuations, specifically the renminbi, on Asian markets and the implications of a stronger dollar. The discussion shifts to global market positioning, highlighting investment strategies in the US, Europe, and China. Finally, the video addresses the potential market volatility due to tapering by central banks and the risks posed by COVID-19 resurgence.

What are the expected GDP growth forecasts for China this year and next?

How might the resurgence of COVID-19 affect the Federal Reserve's decisions?

What are the potential risks associated with the upcoming tapering by central banks?