Great Opportunities in China Mid-Caps: LGT Bank’s Hofer

The video discusses the potential rotation in favor of Japanese equities due to the Nikkei's performance and COVID-19 vaccination progress. It explores the cyclicality of the Japanese market and potential growth opportunities. The discussion shifts to Chinese equities, highlighting changes in monetary policy and investment opportunities despite regulatory risks. The video concludes with insights on the US Federal Reserve's policies and their impact on market sentiment.

What factors are contributing to the potential rotation in favor of Japan away from China?

How has Japan's COVID-19 vaccination rate impacted its economic activity?

What are the implications of the new leadership in Japan for economic policy and corporate earnings?

What challenges have arisen from the divergent monetary policies between China and the United States?

What are the potential risks and opportunities in the Chinese market according to the speaker?