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China, the outlook for the Yen, and the US jobs market
Episode 3216th May 2024 • Talking Capital • Capital Generation Partners
00:00:00 00:33:50

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In this episode, Ian and Robert discuss:

  • China: What is our prognosis on the equity rebound and how are we managing Chinese exposure within client portfolios?
  • Japan: What is the current situation with the Yen and does it represent an investment opportunity?
  • US employment: What is the current state of the US jobs market and what impact does the employment sector have on the overall economy?

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