Taosha Wang, Portfolio Manager at Fidelity International, offers keen insights on the APAC markets' reactions to the U.S. election and economic factors. Chris Zaccarelli, Chief Investment Officer at Northlight Asset Management, discusses the 'Trump trade' and its impact on small-cap stocks and commercial real estate. They dive into the implications of a strong dollar versus a weak yen, persistent inflation effects on the bond market, and the complex landscape of consumer spending in China. Additionally, trends in cryptocurrency and shifting central bank policies are highlighted.

Portfolio managers discuss the divided market in 2023, the success of big tech stocks, the resilience of economies, and investment opportunities in Asia. They also explore the development of Japan's economy, concerns about the European market, and share their investment strategies for the year ahead.