Kotaro Tamura from LKY School of Public Policy shares predictions on the upcoming Japan elections and explains why a majority is unattainable by the current ruling coalition.
Mark Tinker of Toscafund Hong Kong says that there has been a dislocation between the market and economy in both India and China, and that investors looking at India should expect volatility to continue.
Michele Schneider of Marketgauge.com says the Biden administration’s approval of a new U.S. lithium mine will lessen American dependence on overseas sources of lithium, but she cautions about the fallout from potential de-globalization.
Mario Veneroso of Kingsview Asset Management says that Boeing has been “dead money” for awhile and he sees a tough road ahead even though it has a strong order book.
Meg O’Neill, managing director and CEO of Woodside Energy, talks about the outlook for the liquified natural gas industry going into 2025. She also discusses the potential impact that the U.S. election and ongoing Middle East conflict may have on the business.
Ben Harburg, founder of CoreValues Alpha, says “many of these measures that you’re going to see over the coming months are about kicking people’s money out of banks and into the public markets.”
David Kuo from The Smart Investor discusses the latest stimulus measures announced by the MOF and emphasizes the need for the Chinese government to address the current housing market crisis.