EPFR's Brandt on Markets

The transcript discusses investor reactions to the Party Congress, highlighting optimism and surprise over China's economic policies, including COVID restrictions and GDP delays. It examines volatility in Japanese markets due to currency interventions and the Bank of Japan's policy stance. The discussion also covers Korean market optimism, driven by strong semiconductor stories and recent government interventions.

What factors are contributing to the volatility in Japanese assets?

What recent trends have been observed in investor sentiment towards semiconductor markets?