Standard Chartered's Narayan on 2H Outlook

The video discusses the current market outlook, highlighting the resilience of US equity markets driven by the tech sector, while noting the stretched valuations. It suggests investment opportunities in high-quality bonds and Asian equities, particularly in Japan, due to central bank policies. The video also explores bond strategies and the potential impact of US-China relations on markets. Finally, it analyzes the strong performance of Japanese equities, driven by corporate profitability and governance improvements.

What are the potential benefits of improved communication between the U.S. and China as discussed in the text?

What is the outlook for Japanese equities as mentioned in the text?