Manulife IM's Franklin on Markets, Strategy

The video discusses the current investment environment, focusing on fixed income strategies due to rising yields. It analyzes the equity market, noting a lack of risk premium despite potential short-term bounces. The tech sector, particularly AI, faces pressure from higher rates, leading to market differentiation. In China, depressed sentiment and government easing measures present both risks and opportunities, especially in real estate. The Japanese yen's weakness and potential interventions are explored, considering macroeconomic factors and political dynamics.

How does the speaker view the potential for a rebound in the Hong Kong, China equity markets?

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What macroeconomic factors does the speaker believe could affect the Hong Kong, China equity markets?

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What are the potential implications of the Japanese yen's weakness on broader assets?

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