Nomura: Investors Now Looking at China, Japan Stocks

The video discusses the dynamics of Asian markets, focusing on the differences between export-driven economies like South Korea and domestic-focused markets like China. It highlights the current investor interest in China and Japan, driven by economic cycles and currency fluctuations. The impact of COVID on market sectors is analyzed, with a focus on tech companies like Alibaba and Tencent. The video also explores the commodities rally and its effects on inflation, particularly in Asian countries like Indonesia and Malaysia.

In what ways have international investors adapted to the economic changes post-COVID?

What themes emerged from the conference regarding commodities and inflation?