From China’s weaker-than-expected export growth to Japan’s surprise leadership shake-up, this week’s market headlines are keeping investors on their toes. With U.S. stock valuations at dizzying highs and whispers of Fed rate cuts ahead, could Asia be the next big opportunity for global capital flows?

Dan Koh unpacks it all with Martin Hennecke, Head of Asia and Middle East Investment Advisory, St James’ Place as they dive into China’s rallying stock market, Japan’s political transition and its impact on monetary policy, and why negative real interest rates could reshape investor strategies.