Vikas Pershad

Alicia Garcia Herrero, Chief APAC Economist at Natixis, shares her insights on the Asia-Pacific economy, along with Vikas Pershad, Asian Equities Portfolio Manager at M&G Investments, who offers a unique perspective on investment strategies. They discuss the vulnerability of emerging markets amidst currency challenges and the impact of U.S. monetary policies globally. Additionally, they highlight growth opportunities in Japan, China, and India as geopolitical tensions loom, shedding light on the interconnectedness of markets and economic policies.

Vikas Pershad, a portfolio manager for APAC equities at M&G Investments, dives into the latest market shifts. He discusses the Fed's hawkish cut and its future implications for Asia's neutral rates. Silver’s rise is linked to industrial demand from green technologies, while Korea navigates a weak won despite booming equities. The geopolitical impact of Nvidia's new chips for China is explored, along with the daunting challenges in China’s property market, which may not see a quick recovery.