Mark Konyn

Bloomberg Tokyo Bureau Chief, AIA Group CIO, and Head of Equity Strategy at Standard Chartered discuss Japanese PM's US visit, APAC market outlook, China market plays, US investment in Japan, Asian geopolitical concerns, PM Kishida's popularity, project efficiency, and investment opportunities in India and Korea markets.

Mark Konyn, Chief Investment Officer at AIA Group, shares insights on Asia's equity market dynamics and the signs of fatigue following a Wall Street rally. He discusses ongoing inflation concerns and the impact of trade tensions. Joining him is John Creekmur, Chief Investment Officer at Creekmur Wealth Advisors, who analyzes bond yields and the Federal Reserve's interest rate strategies. They explore investment opportunities in sectors like technology and oil, while navigating the complexities of U.S.-China trade relations under Trump's administration.

Mark Konyn, Chief Investment Officer at AIA Group, shares insights on the alarming deflation in China's economy, highlighting 2.3% drops in producer prices and the impact on consumer confidence. Gene Goldman, Chief Investment Officer at Cetera Financial Group, contrasts China's consumer demand strategies with those of North America and Europe during the pandemic. They also discuss cautious investment strategies for 2025, the challenges of stagflation, and the importance of diversification to manage market uncertainty.