What market trends should you be aware of for the 2nd quarter 2024?

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For our 2nd quarter strategy, we need to address the following questions before we decide on our country/sector asset allocation:

• Is US inflation finally over?

• Is the US magnificent Seven’s price rally peaking based on valuation?

• Buoyed by government stimulus, is the downtrend for Chinese equity finally over?

• After the recent rally, are valuations excessive?