The Week in Markets: Japan slides, China bounces
Update: 2024-10-01
Description
In this episode of The Week in Markets, we discuss the newly elected Japan Prime Minister and the market response, as well as how his potential policies affect our investment thesis in Japan equities. For the Chinese market, we share a few data points on how strong inflows have been, why we think the tactical rally may extend and what this means for investors.
This episode is presented by Richard Tang, the China strategist and Head of Research Hong Kong for Julius Baer.
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