OCBC's Menon on Markets, Investment Strategy

The video discusses the temporary inversion of the yield curve and its implications for a global recession, concluding that a recession is unlikely despite inflation and high commodity prices. It examines the impact of Chinese lockdowns on the economy, suggesting that these are temporary and won't derail growth. The video also explores investment strategies in the commodities and energy sectors, advising caution due to market cyclicality. Finally, it highlights investment opportunities in Asia excluding Japan, noting the potential for growth in the Chinese economy and the impact of political and economic factors in Japan.

What investment strategy is suggested regarding commodities and energy?

Why is the Japanese economy considered to have limited opportunities currently?