Hilary Kramer

Willem Sels, the Global Chief Investment Officer at HSBC Global Private Banking and Wealth, and Hillary Kramer, Chief Investment Officer at Kramer Capital Research, dive into the People's Bank of China's plans to enhance financial support. They discuss potential interest rate cuts, signaling a shift to boost investor confidence amidst U.S.-China tensions. The duo explores investment opportunities in Asia-Pacific, along with navigating vulnerabilities in the equity and cryptocurrency markets, emphasizing the importance of strategic, diversified investments for stability.

Hilary Kramer, a CIO at Kramer Capital Research, joins Luke Stone, Portfolio Manager at Winthrop Capital Management, and others to dissect the recent decline in Asian stocks and its links to US job data. They explore investor anxieties around market stability, especially in light of geopolitical tensions and evolving tax policies. The conversation turns to the implications of the US presidential election on markets, as well as the intense Sino-US chip war and its impact on the tech landscape, showcasing the challenges faced by major players like Intel and Samsung.