Nikko Asset Management’s Vail Has Been Moderately Negative on Equities Since June

The transcript discusses a shift in market sentiment from dovish to hawkish, influenced by the Fed's actions and the ongoing trade war. It highlights the impact of tariffs and financial conditions on global markets, noting the oversold state of stocks. The discussion includes investment strategies, particularly in Japanese equities, and the effects of currency fluctuations. Despite market volatility, long-term investment in equities, especially US equities, is considered favorable.

What factors are contributing to the Fed's potential hawkish stance?

How might the Fed's actions influence financial markets according to the text?

What is the speaker's view on Japanese equities in the current market environment?

What are the implications of a strengthening yen on the Japanese stock market?

What investment strategy does the speaker suggest for equities in the current market?