Qontigo's d'Assier on Japan's Market Rally

The video discusses Japan's market performance, highlighting the influence of the yen and global supply chain shifts. It also examines the potential for BOJ intervention due to yen fluctuations. The challenges in China's real estate sector, including defaults by major developers, are analyzed, with a focus on market opportunities and risks. The video concludes with insights into investor sentiment and potential regulatory changes in China.

What implications does the event of default by Sino Ocean have on the market?

How are investors reacting to the current situation in China's real estate market?

What are the expectations regarding regulatory changes in China?