Adam Coons of Winthrop Capital Management says the cheap valuations of some Chinese tech companies cannot be ignored, and investors should look to go overweight China in an emerging markets portfolio.
David Riedel of Riedel Research Group discusses how investors can approach the Latin American market, and whether the leadership change in Argentina makes its market more investable.
Kathy Matsui of MPower Partners discusses the trends in Japan’s startup scene, including the cyclical IPO slump, as well as her hopes for more merger and acquisition deals.
Mike Wilson, Morgan Stanley’s chief investment officer, discusses the opportunities for U.S. equities in 2024, in what he expects to be a flat year for the markets.
Oliver Kettlewell of First Abu Dhabi discusses the meeting of U.S. President Joe Biden and Chinese President Xi Jinping at the Asia-Pacific Economic Cooperation summit.
Chea Serey, governor of the National Bank of Cambodia, discusses the memorandum of understanding and the creation of “interoperability between Cambodian mobile payment users and the Alipay+ merchants.”