All into Account: ‘Will a Chinese Equity bounce blunt the Japanese Equity rally?’ with Wendy Liu, Chief Asia and China Equity Strategist and Rie Nishihara, Chief Japan Equity Strategist

We’ve seen a three-month period of underperformance for Chinese stocks and outperformance for Japanese stocks. Our positioning indicators based on futures and cross-border flows hint at flows from China to Japan. The recent China stimulus points to better days ahead for Chinese equities, and the worry was money flowing back from Japan would blunt the Japanese equity rally. Overall, we downplay the idea that a recovery for Chinese stocks must come at Japan’s expense.

 

Speakers:

Thomas Salopek, Head of Global Cross Asset Strategy
Wendy Liu, Chief Asia and China Equity Strategist
Rie Nishihara, Chief Japan Equity Strategist

 

This podcast was recorded on Jan. 30, 2024.

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