Rebeco's Crabb on Market Strategy

The video discusses the current state of the banking sector, interest rates, and investment opportunities in Asia, particularly in China and Southeast Asia. It highlights the impact of Alibaba's restructuring on the tech sector and explores stock-specific strategies. The video also analyzes Japan's market dynamics and governance changes, and concludes with a discussion on Fed expectations and inflation.

What are the implications of the new cost of capital on investment strategies?

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How has the sentiment in the banking sector affected asset valuations?

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What factors contribute to the perception of Asia as a cheap investment market?

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What are the potential risks and rewards of investing in frontier markets like Pakistan and Sri Lanka?

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What role does consumer behavior play in the recovery of the Asian markets?

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In what ways have corporate governance issues impacted the Japanese market?

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How do changes in the Federal Reserve's policies influence equity markets?

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