In this week’s CIO Weekly Investment Outlook podcast, the Private Bank’s Chief Investment Officer in APAC, Stefanie Holtze-Jen, discusses what’s driving the Nikkei to new highs. She says structural reform in Japan, a positive outlook for wage growth and Yen weakness benefitting export sectors are providing investor optimism.
Holtze-Jen also discusses the first week of market trading in China after the Lunar New Year holidays, where there may be some glimmer of green shoots.
She also points investors to watch for significant upcoming data in the US and Eurozone, which will have implications for central bank policy decisions.
Tune in and listen to Stefanie’s key thoughts for the week ahead.
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