Bloomberg Tokyo Bureau Chief, AIA Group CIO, and Head of Equity Strategy at Standard Chartered discuss Japanese PM's US visit, APAC market outlook, China market plays, US investment in Japan, Asian geopolitical concerns, PM Kishida's popularity, project efficiency, and investment opportunities in India and Korea markets.

Daniel Lam, Head of Equity Strategy at Standard Chartered Wealth Solutions, dives into how upcoming U.S. elections might sway Asian stock markets and tech investments. He discusses the impact of rising yields on currencies, notably the yen, and highlights a shift in investment from China to India due to growth prospects. Meanwhile, Larry Culp, CEO of GE Aerospace, addresses the aerospace industry's supply chain challenges, emphasizing collaboration with suppliers to overcome production hurdles and meet growing demand for new aircraft.

Discussion on Vanke's credit rating cut, global market reaction to US CPI data, and equity strategy perspectives. Exploring challenges in China's property market, liquidation complexities, and Federal Reserve rate cuts. Tech market trends, China and Japan's economic status and impact on global economy also highlighted.