Daniel Yoo

Daniel Yoo, the Head of Global Asset Allocation at Yuanta Securities, shares insights on the latest big tech earnings and the booming AI sector. He discusses how Asian markets are adapting to the dominance of U.S. tech giants, especially in semiconductors. The conversation also covers the Bank of Japan's interest rate decision amidst a weakening yen, with thoughts on inflation and wage growth challenges. Additionally, there's a look at how AI could reshape economic dynamics and its potential impact on productivity.