UBS' Qiao on Markets and Investment Strategies

The video discusses the current market risks, including inflation and geopolitical tensions, and suggests investment strategies focusing on energy and value over growth. It analyzes the volatility in Chinese equities, emphasizing the need for a long-term investment horizon. The video also explores opportunities in tech and property sectors, while advising caution in international markets due to geopolitical tensions, particularly in Japan and the Eurozone.

What is the speaker's perspective on the Japanese market in relation to the current macro environment?

What long-term considerations does the speaker suggest for investors looking at international equities?