'Good Bargains" in Asia Ex-Japan Stocks, UBS Wealth's Tay Says

The transcript discusses the political and economic implications of trade talks, particularly between the US and China, and the potential impact on global markets. It highlights the risks associated with currency volatility, especially in light of the Turkish lira crisis, and the shifting dynamics in Asian markets. The discussion also covers the outlook for global markets, considering current valuations and potential tariff impacts.

In what ways might the tariffs impact global GDP growth according to the text?

What are the implications of the Turkish lira situation on other Asian currencies?