BoFA Securities’ Amish Shah says India’s markets are crowded, and remain expensive in the context of emerging markets. He also says India’s broader economic outlook remains relatively strong.
Wall Street veteran Art Hogan of B. Riley Wealth discusses the variety of factors that make small-caps a compelling investment opportunity, including a likely lower path for Treasury yields.
Kenneth Rogoff of Harvard University discusses how the politics in both Germany and France have become more fractious as both economies struggle to grow. He says the prior years of low interest rates helped them temporarily ‘kick the can down the road’.
Richard Harris of Port Shelter Investment Management sees the Chinese stimulus as quite substantial and says it will take about a few months for efforts to come into effect. He explains why he expects the Chinese market to outperform the U.S. in 2025.
Jason Katz, managing director and private wealth advisor at UBS, says the last thing President-elect Donald Trump wants to do is have his own policies result in a “sky high inflation.”
Wendy Cutler, vice president and managing director at the Asia Society Policy Institute, discusses U.S. President-elect Donald Trump’s plan to impose tariffs on products from Canada, Mexico and China.
Takashi Yano of Nissin Foods discusses business expansions in both India and China markets and the instant noodle maker is tackling the competitive landscape.
Anthony Raza of UOB Asset Management explains why his group is positive on U.S. and Asian equities, despite challenges from incoming president Donald Trump’s potential policies.
Timothy Moe of Goldman Sachs says willingness of the Chinese government to pump in more stimulus support is a positive signal for investors looking to enter the market.
Jerome Schneider of PIMCO says the Federal reserve will be watching the trade and fiscal policies by the upcoming Trump administration. He says that U.S. treasuries remain attractive to investors despite rising yields.
