AMP's Naeimi Says French Election Likely a Non-Event

The video discusses market sentiment and potential tail risks related to the French elections, focusing on the implications of a Macron or Le Pen victory. It analyzes market volatility, comparing it to past events like Brexit, and explores the potential shift in leadership from US to European equities. The discussion also covers the South Korean elections, highlighting the market's response to the likely victory of Moon Jae-in and the disconnect between the stock market and currency pricing.

What factors contribute to the optimism surrounding Macron's potential victory?

Analyze the disconnect between the Korean stock market and the Korean won in the context of the upcoming elections.