August 14, 2024
MD & CIO Helen Zhu, was featured in a CNBC interview to provide her expert insights on the current market dynamics, including the latest market conditions in Japan following the Yen carry trade unwind. Ms. Zhu pointed out the potential value in specific sectors of the Japanese market, notably within automation and consumer stocks, which have shown signs of emerging value following recent market downturns. However, she cautioned that ongoing political uncertainties in Japan might contribute to increased volatility and unpredictability in the markets.
For video playback, please visit: https://www.cnbc.com/video/2024/08/14/we-are-starting-to-see-more-value-emerging-in-the-japanese-markets-following-the-pullback.html