Nomura's Nicholson on Markets and Strategy

The transcript discusses the hawkish shift in the Fed's policy, strong labor numbers, and the impact of COVID on the economy. It covers inflation concerns, potential leadership changes in the Fed, and market movements, including the dollar's rise and gold's flash crash. The discussion shifts to China's bond market sell-off, policy implications, and growth strategy focusing on targeted sectors. The rebound in China's tech stocks and the need for policy clarity are also highlighted.

What are the anticipated effects of China's targeted policies on various sectors?

What are the long-term growth strategies mentioned for China despite short-term headwinds?

How does the text describe the relationship between tech stocks and the recent crackdown in China?