Vishnu Varathan

Vishnu Varathan, Head of Economics and Strategy at Mizuho Securities, shares insightful analysis on the APAC economy, highlighting potential shifts in market dynamics and the impact of Japan's monetary policy. Ed Rogers, CEO of Rogers Investment Advisors, discusses Japan's economic indicators and the prospects of a rate hike, alongside increasing foreign investment interest. The conversation digs into the broader global economic risks, from the decline of diplomacy to future fiscal challenges, setting the stage for 2025's financial landscape.

In this discussion, Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management, and Vishnu Varathan, Head of Economics and Strategy at Mizuho Bank, delve into market volatility impacting Asian trading. They highlight shifts towards high-quality tech stocks and the bond market amid inflation fears. Eric Lynch from Scharf Investments shares insights into the mixed sentiment around AI investments, while Louis Navellier of Navellier & Associates discusses economic shifts affecting tech and stable sectors. The group also anticipates the launch of TMSC's Arizona plant and its implications.