RHB's Jha: Buy on Dips in 2Q

The video discusses the current economic landscape, focusing on inflation, bond market dynamics, and the impact of China's lockdowns on global markets. It explores investment strategies in emerging markets, particularly in Southeast Asia and India, and analyzes monetary policy's effect on financial conditions. The video also covers currency trends, including the yen and yuan, and provides forecasts for Asian markets.

What assumptions are made about financial conditions and their impact on companies and consumers?

How do the Asian currencies relate to the dollar and what factors influence their movement?

What are the expected changes in the dollar-yen exchange rate by the end of the year?