HSBC AM's Davey on Equities Strategy

The video discusses the delicate balance between protecting the yen and maintaining economic stability, considering potential risks like a US recession. It explores the implications of yield curve control and interest rates, highlighting market volatility and structural changes in Japan. The focus shifts to equity investment, emphasizing the impact of rate changes on earnings. Finally, it examines globalization, supply chains, and opportunities in Asian markets, particularly ASEAN, amidst changing economic dynamics.

What are the potential risks associated with the US tipping into recession?

How does the finance minister's statement about not ruling out options against excessive FX moves reflect on Japan's economic strategy?

What factors are influencing the discussions around yield curve control and negative interest rates in Japan?

In what ways have individual companies adapted to the volatility in markets and macroeconomic changes?

What implications does the drawdown of savings in the US consumer market have for retail sales?

How is the relationship between China and ASEAN evolving, and what impact does it have on trade?

What are the key considerations for investors looking at the Asian markets in light of global economic changes?