In this insightful discussion, Patrick Kennedy, Managing Partner at AllSource Investment Management, delves into market trends as US equities hit new heights amidst anticipated Fed rate cuts. He highlights promising sectors like cybersecurity and biotech while providing a candid view on investments in China and India. Alicia Garcia-Rero, Chief APAC Economist at Natixis, tackles the implications of the upcoming Trump-Xi meeting, analyzes trade uncertainties, and explains China's unique dual economy amidst cautious monetary policy shifts. A gripping blend of finance and geopolitics!
