Asian Markets Will End Higher This Year: Lombard Odier's Lee

The video discusses the current state of Asian markets, highlighting their relative performance compared to US equities. It explores the valuation discounts in Asian markets and the potential opportunities in emerging markets, considering the impact of a strengthening US dollar and political developments. The video also examines the influence of geopolitical events on commodity prices, particularly in the energy sector, and the potential stabilization of these markets by year-end.

What is the expected impact of political developments in the US on emerging markets in the second half of the year?

How might the geopolitical situation affect commodity prices and market stability?

What are the potential outcomes for global equity markets by the end of the year?