UBS Is 'Overweight' Japan, Emerging Markets

The transcript discusses investment strategies in Asian markets, focusing on Japan and Asia ex Japan. It highlights the value of Japanese stocks relative to the eurozone and the positive outlook for Asia ex Japan, particularly in Chinese and Singaporean markets. The discussion shifts to emerging markets, emphasizing China's performance and the impact of the strong dollar. Finally, the global tech sector is analyzed, noting its growth potential despite trade vulnerabilities.

What is the tactical approach to Asian markets excluding Japan in the current environment?

How does Japan's market position compare to eurozone stocks?

What factors are contributing to Japan being considered a cheap developed market?

What is the current position of the speaker regarding emerging markets?

Why is the speaker maintaining an overweight position in global tech despite high valuations?