Societe Generale's Benzimra on Markets, Strategy

The video discusses the potential reclassification of Korea's market status and its implications, highlighting skepticism about its impact before 2025. It analyzes Asia Pacific market trends, emphasizing the semiconductor sector's role in returns. The discussion shifts to AI's influence on the semiconductor market, noting inventory concerns in Korea. China's economic outlook is examined, stressing the need for stronger policy responses amid market corrections. Finally, Japan's market is explored, focusing on undervaluation, investment opportunities, and corporate governance reforms.

What are the implications of the current investor sentiment towards the Chinese equity market?

How has the Japanese market's corporate governance changed in recent years?

What role do foreign investors play in the Japanese market's recovery?