Outplacement firm Challenger reported over 150,000 job cuts in October – the highest for the month of October in more than 20 years. US Treasury yields fell sharply, raising expectations of a December Fed rate cut, although some officials remain cautious. AI-related stocks dragged markets lower, but the selling was selective. In Europe, German industrial output beat forecasts but remains weak; while the Euro Stoxx 50 fell on disappointing earnings. In Asia, China’s exports unexpectedly declined for the first time in eight months. Richard Tang, Head of Research in Hong Kong, discusses the lack of short-term catalysts for China’s equity markets and our outlook on the AI investment theme, which is key to markets in Japan, South Korea, and Taiwan.(00:00) - Introduction: Helen Freer, Investment Writing

(00:31) - Markets wrap-up: Mike Rauber, Product & Investment Content

(07:19) - Asia update – Japan, Korea and China: Richard Tang, Head of Research Hong Kong

(13:50) - Closing remarks: Helen Freer, Investment Writing
Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Ver todos los episodios