JPMorgan’s Ogoshi Is Focused on Asian Consumption, Wealth Growth Assets

The video discusses market reactions to trade talks, highlighting volatility and the impact on risk premiums. It explores trade issues, particularly auto tariffs affecting Japanese companies like Toyota. The macro outlook is examined, focusing on long-term growth in Asia, with emphasis on consumption and wealth creation. The video concludes with a discussion on China's economic stimulus and data trends, noting a shift towards consumption-driven growth.

How does the speaker view the long-term impact of current trade issues on Japanese auto companies?

What themes does the speaker identify as important for structural growth in Asia?