Nikko AM's Vail on Global Markets, Strategy

The video discusses expected equity returns towards the end of 2023, driven by Fed rate cuts and falling bond yields. It highlights investment strategies, suggesting the US market may outperform in the short term, while Japan could be a top performer by year-end. The video also examines China's economic recovery, noting potential headwinds and a solid GDP growth forecast. Lastly, it addresses inflation concerns, emphasizing that recent oil price increases are not significantly affecting other commodities.

What factors are expected to drive equity returns towards the end of 2023?

How is the performance of the US expected to compare to Japan by the end of 2023?

What is the outlook for the tech sector in Japan as the new year approaches?

What are the expectations regarding China's economic recovery and its impact on infrastructure demand?

How are inflationary pressures expected to be affected by the recent jump in oil prices?