Qontigo's d'Assier on Japan's Market Rally

The video discusses Japan's market performance, highlighting the influence of the yen and global supply chain shifts. It also examines the potential for BOJ intervention due to yen fluctuations. The challenges in China's real estate sector, including defaults by major developers, are analyzed, with a focus on market opportunities and risks. The video concludes with insights into investor sentiment and potential regulatory changes in China.

What has been a significant factor in the growth of the Nikkei index this year?

• Increase in small-cap stocks

• Decrease in industrial production

• Shift in global technology supply chain

• Strengthening of the yen

At what yen exchange rate level has the Bank of Japan historically intervened?

• Above 160

• At 150

• Below 140

• Above 145

What recent event has Sino Ocean, a property developer, announced?

• Merger with another developer

• Event of default

• Expansion into new markets

• Increase in property sales

What has been the impact of China's housing market issues on emerging Asian markets?

• Growth in the bond market

• Rise in real estate prices

• Shift of focus to Latin America

• Increased investment in small-cap tech

Which sector in China is primarily responsible for the challenges faced by emerging Asian markets?

• Manufacturing

• Real estate

• Technology

• Agriculture

What is the current sentiment of investors towards Chinese tech earnings?

• Consistently bullish

• Bearish two weeks ago, now almost bullish

• Consistently bearish

• Indifferent

What strategy are investors using in response to potential regulatory easing in China?

• Focusing on small-cap tech

• Avoiding all investments

• Short-term punt

• Long-term investment