BlackRock on APAC ETF Flows and Strategy

The transcript discusses global economic trends, focusing on inflation, interest rates, and market expectations. It highlights shifts in investment from technology to US financials and equities, and examines China's economic outlook and its impact on global markets. The discussion also covers the US economy's prospects compared to emerging markets and analyzes Japan's market dynamics and structural changes.

What are the implications of a faltering U.S. economy for global markets, particularly China?

What are the expected changes in consumer sentiment and behavior in Japan according to the text?

How does the speaker evaluate the current state of the Japanese market?