It was a long time coming and when China finally opened up after the Covid lockdowns, the economy failed to respond. IGTV’s Jeremy Naylor caught up with IG portfolio manager Aaron Bright to discuss opportunities in markets as yields rise on heightened inflation and as China experiences deflation and slowing growth. As explained the opportunities have begun to surface in Japan. Despite a move up of over 30% since the November lows, it is expected that there are still upside advantages of owning the Japan markets.



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