Hard to See the U.S. Dollar Strengthening Too Much, Says UBP’s Calder

The video discusses the current state of the dollar, noting its strength is due to weaker other currencies rather than its own strength. It also covers the semiconductor sector, highlighting recent developments like the Qualcomm-Apple lawsuit settlement and the potential impact of 5G. The video concludes with an analysis of Japan's market valuation, noting its relative cheapness and potential for future performance, especially as the country enters the Golden Week holiday period.

What are the expectations for Japan's market during the upcoming Golden Week holidays?

What does the speaker suggest about the potential for performance in the Japanese market in the coming quarters?