Mashreq's Kettlewell: Investors Looking for Catalyst to Reenter Japan

The video discusses Japan's market performance, highlighting its recent rally and potential growth if a pro-growth candidate is elected. It examines the impact of political risk on currency and bond markets, particularly focusing on the yen and US Treasurys. The US economic indicators, including a disappointing jobs report, are analyzed for their implications on tapering. The video concludes with investment strategies, emphasizing the importance of staying invested due to strong policy support despite high valuations.

How might political risk influence market dynamics according to the discussion?

In what ways do the current market conditions reflect 'peak everything'?

What strategies should investors consider in light of high valuations and policy support?