Investment-Grade Bonds, Japan Stocks Favored, OCBC Says

The video discusses market trends, highlighting the tech sector's rally and consumer discretionary gains. It addresses recession fears, noting that markets have been resilient despite high inflation and interest rates. The speaker advises a cautious investment strategy, suggesting holding some cash but not excessively, and recommends dollar cost averaging. Opportunities in investment-grade bonds and Japanese equities are highlighted, with a focus on long-duration bonds and the positive outlook for Japan due to a weak yen and improved corporate governance.

What are the concerns regarding recession as we move into the second half of the year?

How have recent economic data points influenced perceptions of the economy's resilience?

What investment strategy is suggested for clients in light of potential recession fears?

What factors contribute to the attractiveness of Japanese equities according to the text?

How might the Bank of Japan's monetary policy impact investment opportunities?