Jonathan Garner
Chief Asia and Emerging Market Equity Strategist at Morgan Stanley
Top 3 podcasts with Jonathan Garner
Ranked by the Snipd community
Mar 19, 2024 • 4min
Asia Equities: A Quarter of Dispersion
A review of the first quarter in Asian equities shows a wide dispersion in market returns, with Japan up 16% and Hong Kong down 2%. The podcast discusses the multi-year bull markets in Japan and India, contrasting with China's bear market. Insights on improving return on equity in Japan and investment opportunities in semiconductors, financials, industrials, and consumer discretionary sectors are highlighted.
May 14, 2024 • 23min
Yellen's Retaliation Warning, Apple's Vision Pro Goes Global
Jonathan Garner, Mark Gurman, and Victoria Bills discuss APAC markets, Apple's Vision Pro expansion, and equities. Topics include US-China relations, Apple's AI integration strategy, gaming market potential, investment in AI and technology sectors, market sentiments on stagflation risks, and Fed's inflation management.
Sep 28, 2023 • 3min
Jonathan Garner: Volatility in Asia and Emerging Markets
Jonathan Garner, Morgan Stanley's Chief Asia and Emerging Market Equity Strategist, discusses their cautious approach in coverage, downgrading Taiwan, China, and Australia, and raising India to a major overweight. Positive trends in inward foreign direct investment in India are highlighted, with concerns about China's growth slowdown and the recent rise in US real yields.
