Market Analysis: Japan Equity, China Policy, and Current Investment Strategies

The chapter covers the momentum trade in Japan amid potential rate hikes by the Bank of Japan, recommending a selective approach with a focus on financials and real estate investments. Insights on the ongoing third plenum in China are provided, suggesting cautious optimism on earnings bottoming out and anticipated stimulus measures. Investment strategies in the current market conditions are discussed, emphasizing diversification away from large tech companies, monitoring earnings season, and considering the impact of declining yields on investment decisions.