Market Trends and Global Implications

Exploring the impact of inflation and economic growth on equity markets, concerns like stagflation, importance of valuations, and broadening trends across sectors in the US. Also, delving into Japan's equity market growth factors and the divergence between global indices and China's struggle in the property sector.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app