Nikko AM's Vail on Markets, Strategy

The video discusses market volatility and defensive investment strategies, highlighting the impact of corporate earnings and the Fed's policies. It analyzes Japanese equities and the yen's valuation, noting foreign interest and structural improvements. The effects of the US auto workers strike on Japanese automakers are explored, with a focus on profit margins and the EV market. Finally, the video examines tech earnings and valuation concerns, particularly for companies like Alphabet and Meta.

In what ways have Japanese automakers benefited from the United Auto Workers strike in the US?

What are the current trends in the tech earnings season, particularly regarding companies like Alphabet and Meta?