Japan Stocks to Surprise on the Upside in 2H: SocGen

The video discusses global market trends, focusing on concerns about growth and inflation. It highlights corporate perspectives on inflation, particularly from PepsiCo, and its potential impact on earnings. The analysis extends to Asia, noting a cautious outlook for Taiwan and Korea. The video also examines China's economic conditions, regulatory changes, and their effects on equity valuations. Finally, it explores Japan's economic prospects, considering factors like the Olympics, vaccination rates, and upcoming elections.

How are corporate voices reacting to the inflation debate?

What factors are influencing the outlook for Chinese stocks?

What are the expectations for Japan's economy in the second half of the year?