

Mixed End to APAC Trading Week
Nov 22, 2024
Taosha Wang, Portfolio Manager at Fidelity International, offers keen insights on the APAC markets' reactions to the U.S. election and economic factors. Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management, discusses the 'Trump trade' and its impact on small-cap stocks and commercial real estate. They dive into the implications of a strong dollar versus a weak yen, persistent inflation effects on the bond market, and the complex landscape of consumer spending in China. Additionally, trends in cryptocurrency and shifting central bank policies are highlighted.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
Navigating Inflation and Market Dynamics
03:01 • 8min
Factors Influencing Household Spending in China's Economy
10:39 • 2min
Market Insights and Currency Dynamics in APAC Trading
12:16 • 2min
Market Movements and Central Bank Policies
13:49 • 14min
Navigating Bitcoin Investments in Financial Advisory
28:15 • 2min