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Episodes
Thursday Dec 07, 2023
Thursday Dec 07, 2023
Today we are joined by Paul Ma, VP and Lead Portfolio Strategist, as he discusses his market thesis including where we are in the business cycle, and the growth stories in Europe, the US, and China. Paul says the Fed is looking a lot more relaxed and that we are reaching the peak, more of less, of the inflation story. He adds the market looks happy and bullish right now, so being diversified in your opportunities should be top of mind. Paul says Japan and India are the countries he’s keeping an eye on. Bringing manufacturing supply chains to India and Mexico could help our supply issues. He adds Japan is benefiting from some inflation. Paul also argues that the new emerging market is in North America in middle America, Canada, and Mexico. We use to house manufacturers in China, now those manufacturers are being set up closer to home.
Recorded November 16, 2023.
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