Navigating Volatility and Fiscal Policies in Asia

Attention shifts to the implications of China’s unexpected economic stimulus, escalating geopolitical tensions, and the impact of upcoming U.S. elections.

As October brings heightened uncertainty across global markets, Kelly Chung, Chief Investment Officer of Multi Assets at Value Partners Group, offers key insights on evolving dynamics in equities, bonds, and commodities. With the U.S. in the early stages of a rate cut cycle, attention shifts to the implications of China's unexpected economic stimulus, escalating geopolitical tensions, and the impact of upcoming U.S. elections. Chung’s analysis delves into regional shifts, potential volatility, and strategies for managing multi-asset portfolios amidst rising global risks.

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