Asia Offers Haven Security: Nomura's Nicholson

The transcript discusses the potential of Asian markets as a safe haven amidst global uncertainty, highlighting opportunities in ASEAN regions and China. It addresses the impact of COVID-19 on market dynamics, particularly in North Asia and ASEAN. The discussion also covers China's economic outlook, emphasizing stability and easing regulations. Finally, it explores the implications of the Russia supply shock on inflation and market direction, noting the challenges for central banks.

What is the significance of the valuation differential between Asia and Europe?

What risks are associated with the current commodity market chaos?

How do central banks' reactions to inflation influence market stability?