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.
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.
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.