Standard Chartered Is 'Overweight' Japan Stocks, 'Neutral' China

The video discusses investment opportunities in Japan, highlighting structural changes and improved corporate governance as catalysts for growth. It also examines the impact of yen strength on Japanese equities, suggesting that structural changes may offset potential earnings impacts. The outlook for Chinese equities is analyzed, noting recent underperformance and the need for economic data to meet expectations. Long-term investment opportunities in China are identified, with a focus on patience and potential government stimulus.

What are the main catalysts for the improvement in the Japanese markets?

How does the strength of the yen affect the interpretation of Japanese equities?

What is the significance of corporate governance in the context of Japanese companies?

What factors have contributed to the underperformance of Chinese equities recently?

What should long-term investors consider when investing in Chinese equities?