Japan Does Well in a Value Rally, Says JPMorgan’s Das

The video discusses the resurgence of COVID-19 and its impact on global markets, particularly in India and Japan. It highlights the expected market recovery as vaccination rates increase. The Japanese market is analyzed for its potential in a value rally, while China's economic slowdown is attributed to policy tightening and previous recovery. The PBOC's monetary policy is examined, along with the trend of increasing tech regulation globally.

In what ways does the speaker suggest that Japan's market is expected to perform in the coming year?

How is the PBOC's tightening policy perceived in the context of the current economic situation?

What is the significance of the regulatory changes in the tech industry as discussed in the text?