U.S. Dollar to Stay Stronger This Year: JPMorgan's Wang

The video discusses the expected strength of the dollar and its impact on global markets, particularly emerging markets. It highlights the potential challenges for these markets due to Fed policy normalization and the varying responses of Asian central banks. The video also explores investment opportunities in Asia, focusing on sectors like semiconductors and industrial upgrading. Additionally, it examines the Japanese market, noting the yen's weakness and its implications for Japanese exporters.

What factors are contributing to the expected strength of the dollar this year?

How might a stronger dollar impact emerging markets?

What are the implications of the Fed's normalization policy on capital flows to emerging markets?

What are some of the cross currents affecting emerging markets this year?

Which Asian economies are highlighted as having potential for better performance this year?

What role does the yen's weakness play in supporting Japanese exporters?

How does the investment in automation in Japan relate to its economic outlook?