Dollar Looks Relatively Overvalued, Medley Global Says

The video discusses the overvaluation of the dollar and its potential impact on global markets, particularly in Asia. It highlights the weakening of the yen and opportunities in Japanese equities, considering the upcoming Olympics and economic recovery. The tech sector's challenges due to supply chain disruptions originating in China are also examined, with a focus on how companies are managing these issues.

What is the current state of the dollar according to the transcript?

• Undervalued

• Overvalued

• Unpredictable

• Stable

Which region is expected to see a weakening of the dollar?

• Africa

• Asia Pacific

• South America

• Europe

What is the expected economic recovery shape for Japan?

• L-shaped

• U-shaped

• V-shaped

• W-shaped

What factor is contributing to the undervaluation of Japanese stocks?

• Strong yen

• APE ratio relative to the S&P

• Tax hikes

• High inflation

What is a major concern for the tech sector according to the transcript?

• Supply chain disruptions

• Lack of innovation

• Regulatory challenges

• High competition