BlackRock Investment Institute Is 'Underweight' Japan Stocks

The video discusses the market's adaptation to geopolitical tensions, particularly between the US and China, and the role of policy support in economic recovery. It explores the concept of equity neutrality amid high valuations and the uncertainties of economic reopening. The discussion extends to Japan's economic position and potential policy actions, as well as Hong Kong's increased economic exposure to China despite political tensions.

What are the challenges faced by politicians in managing the economic impact of the virus?

How has the revenue exposure of companies in Hong Kong changed over the past decade?

What role does the political situation in Hong Kong play in the broader geopolitical conversation between the US and China?