Kevin Liu, strategist and research managing director at Chinese investment bank CICC, discusses the factors that might inform the People’s Bank of China’s decision on when to cut rates.
We will have a three-to-five year bull market driven by opportunities in artificial intelligence, says Gene Munster, Deepwater Asset Management’s managing partner.
Jesper Koll of Monex Group expects monetary policy in Japan to normalize in 2024 and the Japanese Yen will strengthen to 110-115 against the U.S. dollar.