SocGen Favors Japanese, Euro-Zone Equities on Value Play

The video discusses the preference for developed markets over emerging markets, highlighting the surprising resilience of Chinese equities during a market sell-off. It suggests that investors seeking more beta should focus on value in developed markets like Japan. The discussion also covers the equity complex, predicting the S&P to reach 3500 by Q3, driven by P expansion and low interest rates. The video emphasizes the importance of developed markets for monetary support and policy mix.

What are the two supported forces affecting the equity complex mentioned in the text?

Why is there a tactical view favoring developed markets over emerging markets?