Qontigo's d'Assier on Markets

The video discusses the Bank of Japan's potential policy changes in response to inflation and market anticipation. It highlights the impact of these changes on Japan's economy and equities. The video also examines China's economic slowdown, the challenges it faces with debt, and the potential policy responses needed to stimulate domestic demand. The discussion includes the implications of a strong US dollar on Asian economies and the risks associated with China's debt-laden property sector.

What are the potential consequences of a failure to stimulate domestic demand in China?

In what ways might the US dollar's strength impact Asian economies?

How does the current economic situation in China differ from the past 20 years?