China Will See More Upside, Volatility: SocGen’s Benzimra

The video discusses the underperformance of Asian markets, focusing on China, Taiwan, and Korea. It highlights China's market potential despite risks like the Evergrande crisis and regulatory challenges. The video also examines other emerging Asian markets, such as India, and explores investment opportunities in Japan, considering its relationship with US Treasury yields.

What factors are contributing to the cautious view on the Indian market?

What opportunities are seen in Japan's equity market according to the analysis?

What relationship is highlighted between the US Treasury yield and the Japanese equity market?