Cautious Start to Asia Trading on Volatility Concerns

In this discussion, Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management, and Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, delve into market volatility impacting Asian trading. They highlight shifts towards high-quality tech stocks and the bond market amid inflation fears. Eric Lynch from Scharf Investments shares insights into the mixed sentiment around AI investments, while Louis Navellier of Navellier & Associates discusses economic shifts affecting tech and stable sectors. The group also anticipates the launch of TMSC's Arizona plant and its implications.