Making Sense cover image

Data Assets & Alpha Group: Assessing Risk / Reward for Asian Equities Post a Modest Pullback

Making Sense

00:00

Is the Chinese Market a Choppy Path?

Asia has been a bright spot in the global economy since they troft in October last year. But Asian markets, including China, have given back a chunk of those gains through February. Ollie: I do think that in this next leg higher for China, perhaps the Chinese domestic segment could finally outperform Europe. And Japan, on the other hand, should ultimately benefit from an exit to its deflationary cycle.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app