Eastspring's Wong: Rising Yields Aren't Necessarily Bearish for Equities

The video discusses the ongoing concerns about inflation and the Federal Reserve's cautious approach to monetary policy to avoid stalling growth. It compares interest rates in the US and Asia, particularly China and Hong Kong, and analyzes the trajectory of US Treasury yields. The video also explores asset allocation strategies, focusing on emerging markets and cyclical stocks. Finally, it examines the impact of a strengthening US dollar on global economies, particularly in Asia, and the potential for capital outflows.

What are the current concerns regarding inflation as mentioned in the text?

How does the Federal Reserve's approach to monetary policy affect economic growth?

What factors are influencing the trajectory of U.S. Treasury yields according to the discussion?

In what ways are emerging markets and Asian equity markets viewed in the context of investment opportunities?

What impact does the fiscal deficit in the U.S. have on the dollar and Asian economies?