Eric Mak

Eric Mak, an expert from Julius Baer’s Equity Research Asia team, dives into the recent turbulence of the markets. He discusses extreme volatility, with US equities facing sharp intraday drawdowns and the Japanese Yen's surprising appreciation. Eric highlights the overhype surrounding AI and explores growing concerns over a potential US recession. He also unpacks the Bank of Japan's cautious interest rate strategies amidst inflation, offering insights into navigating these challenging times and making strategic portfolio adjustments.