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cover of episode IG portfolio moves into Japan as China fails to deliver expected recovery

IG portfolio moves into Japan as China fails to deliver expected recovery

2023/8/30
logo of podcast In the market for more

In the market for more

Shownotes Transcript

It was a long time coming and when China finally opened up after the Covid lockdowns, the economy failed to respond. IGTV’s Jeremy Naylor caught up with IG portfolio manager Aaron Bright to discuss opportunities in markets as yields rise on heightened inflation and as China experiences deflation and slowing growth. As explained the opportunities have begun to surface in Japan. Despite a move up of over 30% since the November lows, it is expected that there are still upside advantages of owning the Japan markets.  

Any opinion, news, research, analysis, or other information does not constitute investment or trading advice. 

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