In this week’s CIO Weekly Investment Outlook podcast, the Private Bank’s Chief Investment Officer in APAC, Stefanie Holtze-Jen, discusses how the Fed rate cut and expectations on its rate cut cycle has been a game changer for Emerging Asia central banks and assets.
Stefanie discusses China’s potentially largest ever stimulus package, equivalent to 7 trillion Renminbi and up to around 6% of China’s GDP this year. Stefanie argues that China’s new forward guidance is a positive for helping to stabilise markets and win back investor confidence. The CIO also believes the Chinese equities rally still has legs to run in the short term, while she says the jury is still out for the medium to long term.
In addition to U.S. CPI and employment data, Stefanie discusses risk and volatility around the escalation in Middle East tensions and how gold continues to be a good diversifier in portfolios.
As Japan faces early elections, the market is digesting new leadership comments as to how that could affect the Bank of Japan’s decision-making, from hawk to dove, which is impacting the Yen and carry trade.
Tune in and listen to Stefanie’s key thoughts for the week ahead.
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