JPMorgan AM's Craig: Japan Is One of Preferred Markets

The video discusses the potential for market catch-up in various regions, focusing on the impact of the Delta variant and fiscal policies in Japan. It highlights the staggered reopening of emerging markets, particularly in Asia Pacific, and the importance of vaccination rollouts. The discussion shifts to Chinese stock market valuations, emphasizing long-term investment strategies amidst regulatory changes. Finally, the video explores the Asia Pacific technology sector, particularly semiconductors, and their role in the global economic recovery.

In what ways are Asian tech shares outside of China performing in the current market?

What are the expected long-term benefits of the semiconductor supply chain adjustments?