Japan Market Undervalued, Under-Owned, Under-Levered: Societe Generale

The video discusses global market trends, focusing on the tension between vaccine optimism and rising pandemic cases. It explores the potential of rotation trade and value stocks, particularly in sectors affected by COVID-19. The Japanese market is highlighted as undervalued with potential for growth, while the Chinese market faces tactical headwinds but remains strategically interesting due to its growth and diversification benefits.

How does the speaker describe the correlation between the Nikkei and the currency?

What are the tactical headwinds currently facing the Chinese market?

What is the speaker's outlook on the cyclical rotation in the Chinese market?