K2 Asset Management's Boubouras on Markets & Strategy

The transcript discusses the impact of the Delta variant on global economic conditions, emphasizing the need for continued stimulus and the separation of tapering from interest rate hikes. It highlights Japan's fiscal stimulus expectations, China's regulatory approach, and Australia's economic prospects amid lockdowns. The discussion includes potential market responses and the implications for risk assets and equity markets.

What factors are contributing to the sentiment around fiscal stimulus in Japan as mentioned in the text?

How does the text describe the relationship between economic activity and earnings one year forward?

What does the text indicate about the potential changes in China's economic policy under President Xi Jinping?