StanChart WM's Narayan on Global Markets

The video discusses the implications of recent actions by the DOJ and BG on interest rates and global markets. It highlights the potential for policy normalization and its impact on bond yields, equity markets, and global capital flows. The video also provides insights into fixed income investment strategies and offers guidance on US stock market positioning amid recession risks and elevated earnings expectations.

What factors are influencing Japanese investors' decisions in foreign markets?

How does the speaker suggest fixed income strategies should be adjusted in light of recent market changes?

What are the speaker's views on earnings expectations for 2023 in the context of economic risks?