SocGen’s Benzimra Is Very Positive on Japan

The video discusses the uneven economic recovery in Asia, highlighting Korea and Taiwan's leading roles. Japan's market is analyzed, noting domestic demand and fiscal stimulus impacts. Divergent market reactions in Asia, particularly in India, are explored, with a focus on undervalued markets. The video concludes with a comparison of investment strategies between oil and copper, emphasizing supply-demand dynamics.

How does the valuation of Asian markets like Indonesia, Malaysia, and Thailand compare historically?

What investment opportunities are emerging in the Indian banking sector?

What is the rationale behind the preference for oil over copper in asset allocation?