Top of the Morning: Navigating market volatility in Asia

Xingchen Yu, an Emerging Markets Strategist at UBS Chief Investment Office, dives into the recent rollercoaster of Asian equity markets, with a spotlight on Japan's turbulent stock performance. He discusses how factors like the Bank of Japan's interest rate hike and U.S. labor data have shaped market sentiment. Yu highlights resilient sectors to watch in Japanese equities amidst volatility, and uncovers key investment opportunities within the tech landscape, especially in AI. Listeners gain valuable insights on positioning strategies for navigating this dynamic region.