A Very Difficult Time for Markets: DWS's Taylor

The video discusses the current challenges in global markets, focusing on inflation and its impact on investments. It highlights the differences in economic conditions between regions, particularly in Asia, where inflation is lower and growth prospects are better. The video also explores investment opportunities in Asian credit and equities, noting the potential for Chinese equities to outperform in the second half of the year. The discussion includes the strategic positioning of Japanese exporters and the potential shift of investments from Japan and India to China.

What factors are contributing to the outlook for Asian credit markets?

What is the current sentiment towards Chinese equities as discussed in the text?

How does the speaker view the future of Japanese exporters?