Nomura's McCafferty on Markets & Strategy

The video discusses the economic outlook for 2023, highlighting potential recession impacts, interest rate changes, and geopolitical tensions. It covers Kathy Wood's perspective on the Fed's actions and market sensitivity, particularly in Asia versus Western markets. The discussion also includes investment strategies considering geopolitical risks and the removal of negative factors affecting markets.

What is the speaker's perspective on the impact of higher interest rates on Asian markets compared to Western markets?

What changes in foreign investor holdings of Asian companies have been observed, and what implications does this have?