I stay really cautious about calling it a sustainable pullback in oil prices. The headlines may have briefly lifted market sentiment, but they are far, far away from enough to justify a lasting decline.

Apart from the high-volatility energy sector, I think the tech sector, including US tech equities, are quite resilient. The US is less reliant on energy imports and we're seeing great corporate earnings, so we could potentially look into some buy-the-dip opportunities.

I do have a cautious optimism about the dollar's further testing to the upside. Three key factors support dollar performance: rising safe-haven demand, higher inflation expectations alongside climbing Treasury yields, and the possibility the US could emerge as an alternative energy supplier.

I'm quite bullish on Chinese assets. The government is saying we're okay with moderate growth if it gives more room for structural reforms. Markets shouldn't overreact to the headline GDP target; the focus is on policy direction.