Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek (6am-9am)Bigger Picture: Which markets present the best long-term Asian equity return opportunities for investors?
Thomas Taw, Head of APAC iShares Investment Strategy, BlackRock, discusses what's driving the current momentum in global markets; why Japanese stocks are performing so well; whether a potential bottoming out of the yen presents headwinds for Japanese stocks; what stimulus measures Chinese authorities need to take to shore up the economy; and where the opportunities for the best Asian equity returns lie in the next 5-10 years.
