Union Bancaire's Calder Sees Stock Selloff as an Opportunity

The video discusses the recent market rally, highlighting the significant one-day increase in the SNP and its implications. It explores investment strategies, emphasizing the importance of focusing on earnings and adding to equity positions during market dips. The discussion shifts to the earnings recovery in Asia, particularly in Japan, and the potential for growth in financial sectors. The impact of dollar weakness on currency, bond, and equity markets is also analyzed, noting its role as a tailwind for Asia but cautioning about future challenges.

What concerns are raised about the sustainability of the rally mentioned in the text?

What does the chart mentioned in the text indicate about market behavior?

How has the earnings recovery story in Asia evolved since the fourth quarter of 2016?

What is the significance of dollar weakness in relation to the markets discussed?

What factors are contributing to the current market conditions in Asia according to the text?