CQS’s CEO Is Cautious on Europe, Sees Opportunities China, Japan

The video discusses the challenges and opportunities in expanding business in Japan and China, highlighting the economic slowdown and potential growth areas. It also examines the European market's concerns, particularly in the retail sector, and the impact of Brexit. The discussion shifts to China's economic recalibration towards a consumer-driven model and the opportunities it presents, especially in ESG investments. Finally, the video addresses global economic indicators, such as yield inversion, and provides a cautiously optimistic outlook on the global economy.

What is the significance of the recalibration towards a consumer economy in China?

How does the speaker describe the current state of the yield inversion in the US?

What are the technical factors affecting the economic outlook as discussed in the text?