Markets to See Slight Pause, Then Move Up Again: Sharma-Ong

The transcript discusses concerns about the current bull market, highlighting potential corrections due to high valuations, Delta variant spread, and tapering by central banks. It suggests that a slight market correction is healthy and anticipates policy clarity and fiscal support in the fourth quarter. The discussion covers the impact of tapering on markets, predicting a patient approach by the Fed. The Japanese market is expected to see further growth due to political changes and fiscal packages. In contrast, the South Korean market may underperform due to earnings risks and DRAM oversupply.

What is the speaker's outlook on the tapering process by the Fed?

Why does the speaker express a bearish outlook on the South Korean market?