Asia Cross Asset: Liberation Day 2.0 and Asia
At Any Rate
00:00
Navigating Asian Financial Markets
This chapter explores corporate de-dollarization in Asia and the foreign exchange strategies of major asset owners, examining the impact of evolving monetary policies and inflation data. It also highlights the disconnect between growth expectations and market pricing in countries like Korea and India, providing insights into stock selection strategies for the latter half of the year.
Transcript
Play full episode
