Baring Asset Management's James Leung on Global Markets

The video discusses China's gradual exit from its zero-COVID policy and the potential economic impacts, including consumer sentiment and market strategies. It also covers the recent chaos in the crypto market, its effect on risk sentiment, and the broader market outlook. Additionally, the video examines geopolitical tensions in the semiconductor industry, particularly the impact of US, Japan, and Netherlands' curbs on Beijing. Finally, it explores consumer resilience and market strategies in Asia amid economic challenges.

How does the speaker view the current state of the US equity market?

What geopolitical risks are highlighted in relation to the semiconductor industry?

What is the anticipated timeline for China to develop its own semiconductor technologies?