Manulife: Central Banks Reaching End of the Road

The video discusses the impact of quantitative easing (QE) in the US and Japan, highlighting the limited effects in Japan despite decades of implementation. It explores the Japanese market, noting opportunities in equities and improvements in corporate governance, while expressing skepticism about macroeconomic improvements. The discussion shifts to China and other emerging markets, emphasizing consumer strength in China despite economic slowdowns and comparing growth rates with other countries like the Philippines.

What are the implications of central banks being the only policy instrument?

How does the current state of Japanese equities reflect on investor sentiment?

What factors contribute to the differing growth rates between Japan and China?

What are the key risks associated with the current economic climate in China?

In what ways has fiscal policy impacted the Chinese economy recently?