Ivy Ng

In this discussion, Ivy Ng, Chief APAC Investment Officer at DWS, delves into the AI-driven tech rally, highlighting that earnings are crucial for sustainable growth while cautioning about high valuations. She shares insights on the improving property market in Hong Kong and suggests that gold remains a strong portfolio diversifier amid geopolitical tensions. Additionally, the conversation touches on Japan’s proposed food tax cut by Prime Minister Takaichi, critiqued for its lack of targeting and potential market repercussions.

Ivy Ng, Chief Investment Officer for the Asia-Pacific at DWS, shares her insights on the evolving financial landscape. She discusses the implications of President Trump's Fed nominations, which could lead to lower interest rates and affect the dollar's recent slump. The conversation delves into rising trade tensions involving the U.S., India, and Brazil, especially as Modi and Lula seek to strengthen ties amid increasing tariffs. Ng also highlights the broader impact of these changes on Asia's trade dynamics and geopolitical relationships.

Ivy Ng, APAC Chief Investment Officer at DWS Group, shares her insights on the Asia-Pacific real estate landscape. She discusses how falling interest rates may revive M&A activity in the sector. Ng highlights the contrasting conditions in markets like Australia and Singapore versus the challenges in Hong Kong. She also analyzes China's property market, noting the limited effectiveness of government stimulus and high inventory levels. With optimism, she suggests the worst may be over for real estate investments in the region.