George Efstathopoulos

George Efstathopoulos, a Multi-Asset Portfolio Manager at Fidelity International, discusses Japan's promising economic shift and why its banks might be poised for growth. He suggests China is becoming more investable due to government stimulus boosting consumption. Ahmed Riesgo, Chief Investment Officer at Insigneo, shares insights on earnings expectations for tech giants and suggests that AI-related valuations differ from past market bubbles. He emphasizes the impracticality of US-China decoupling while noting the need for broader earnings growth to sustain market optimism.