Jump to these key moments:
Across Asia, stock markets have seen diverse performances. From frontier markets that offer opportunities, to emerging ones that continue to entice investors and developed markets with steady growth, what should we know before dipping our toes in?
Alex Wolf, Managing Director and Head of Investment Strategy for Asia at J.P. Morgan Private Bank gives us the lay of the land.
FILE - People walk at a pedestrian crossing in Ginza shopping district on March 31, 2023, in Tokyo. Japan’s economic growth jumped at an annual pace of 6% in the April-June period, marking the third straight quarter of growth as exports and inbound tourism recovered. (AP Photo/Eugene Hoshiko, File)
Alex Wolf on what affects the performance of emerging markets (EMs):
Find more episodes of Money Talks here.
A new episode of Money Talks drops every Tuesday. Follow the podcast on Apple or Spotify for the latest updates.
Have a great topic for us? Drop the team an email at cnapodcasts [at] mediacorp.com.sg
Continue reading...
- 00:30 Hospital charges; going for gold
- 05:47 Investing in China & India
- 11:02 When do emerging markets perform well?
- 13:53 Looking at Japan
- 17:12 The potential of frontier markets
Across Asia, stock markets have seen diverse performances. From frontier markets that offer opportunities, to emerging ones that continue to entice investors and developed markets with steady growth, what should we know before dipping our toes in?
Alex Wolf, Managing Director and Head of Investment Strategy for Asia at J.P. Morgan Private Bank gives us the lay of the land.
FILE - People walk at a pedestrian crossing in Ginza shopping district on March 31, 2023, in Tokyo. Japan’s economic growth jumped at an annual pace of 6% in the April-June period, marking the third straight quarter of growth as exports and inbound tourism recovered. (AP Photo/Eugene Hoshiko, File)
Alex Wolf on what affects the performance of emerging markets (EMs):
Alex Wolf on Vietnam’s performance as a frontier market:When you have an environment where the (US) dollar is weakening, global growth is strong, commodity prices are rising … then you have an environment where EMs will do well, at least cyclically.
Vietnam has been gaining in market share ... an ever-increasing amount of global trade is being produced and exported out of Vietnam. And that shows that they're becoming more efficient (and) productive.
Find more episodes of Money Talks here.
A new episode of Money Talks drops every Tuesday. Follow the podcast on Apple or Spotify for the latest updates.
Have a great topic for us? Drop the team an email at cnapodcasts [at] mediacorp.com.sg
Continue reading...
