Bloomberg Daybreak: Asia Edition Asian Stocks Rise on Fed Rate Cut Optimism
Jul 17, 2024
Guests David Chao, Mike Dickson, and Minxin Pei discuss market sentiment shift towards AI technology, Japan equity momentum trade, China's third plenum, election impact on asset allocation, differing views on China and Taiwan, and US-China relations in the podcast.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Market Sentiment Shift and AI's Impact on Earnings
01:34 • 4min
Market Analysis: Japan Equity, China Policy, and Current Investment Strategies
05:06 • 9min
Analysis of Election Impact on Asset Allocation
14:34 • 3min
Differing Views on China and Taiwan
17:20 • 4min
Analysis of US-China Relations and Election Factors
21:37 • 3min