Vasu Menon

Vasu Menon, Managing Director for Investment Strategy at OCBC, shares insights on the potential for a year-end equity rally, highlighting cheaper non-US markets and the reasons for optimism in Asia. Yan Wang, Macro chief emerging markets and China strategist at Alpine, discusses the reawakening interest of global investors in China, attributing it to increasing confidence in the housing market and corporate hiring. Both guests explore how geopolitical tensions shape investment strategies across different regions.