Gokhan Taymaz’s Post

In July, equity markets saw a grand finale, largely due to the hype around artificial intelligence and a slightly more relaxed Federal Reserve. However, it wasn't all good news as Japan faced a financial downturn and China teeters on the brink of economic gloom. Stay tuned for more market updates. #Finance #MarketTrends Read the article: https://lnkd.in/g-AqSx9c

Global growth and AI-driven innovation continue to fuel investor interests. We see strong opportunities in US equities, supported by potential tax cuts and deregulation. We are also positive on Asia equities, with Taiwan, Korea, India, and Japan poised for growth driven by Artificial Intelligence and structural reforms. A moderate macro environment which is constructive for risk assets is also positive for Asian credit bonds.    Find out how investors could potentially position their portfolios to capture these opportunities with our 2025 Market Outlook by Yuin Lim, CFA, Chief Investment Strategist here: https://lnkd.in/gYPMP-Zi   #LionGlobalInvestors #AssetManagement #MarketOutlook #Asia #Equities #Bonds #MarketStrategy

Our 2025 Outlook highlights how advancements in artificial intelligence and innovation, as well as easing monetary policy globally and increasing capital investment, can continue to drive economies and markets forward. Read more: https://bit.ly/4eAcKXs

What does the current market volatility reflect? Our Asia ex-Japan CIO for Core Investment, Ecaterina Bigos, shared her views in a CNBC interview. 👉 The significant market sell-off was driven by a confluence of factors: unmet expectations on returns from Artificial Intelligence spending, concerns over lagged effects from tight monetary policy in the US, along with growing concerns over a more aggressive policy normalization in Japan. 👉Volatility is expected, with the data pipeline over the next few weeks closely watched for confirmation of positive interaction between monetary policy and growth. 👉 With market performance increasingly dependent on growth, assets supported by secular shifts and strategic initiatives are expected to stay resilient. More insights on current market: https://bit.ly/4cqv1We Chris Iggo

Recent market downturns in the US, Europe, and Japan can be unsettling. However, it's crucial to focus on the long term. Historically, markets recover and grow over time. Remember, it's not about timing the market but the time spent in the market. Key Points: Historical Resilience: Markets have always bounced back. Long-Term Focus: Patience is essential for growth. Avoid Panic Selling: Stick to your investment strategy. Stay the course and think long-term. Feel free to reach out with any questions or for guidance! #Investing #MarketVolatility #StayTheCourse #FinancialAdvice

Preqin data shows the US accounted for 83% of VC funding in G7 economies over the past decade; OECD data shows AI VC funding in China is second only to the US (Financial Times) 

The Tech Revolution 3.0- When electricity was invented in 1879, no one imagined iPhone, one of our speakers said. It was 1984, CERN declared, “the year of the Web.” and it was 2004, Facebook founded. What will 2034 look like? We devoted 8 sessions at the 2024 CIWS to understand better the risks and opportunities on investing in tech themes and how the Tech Revolution 3.0 would shape our common future. I scribed down pages and pages of notes (in very non AI way) then handled over to my AI assistant. My biggest learning is to keep learning. How much time we are allocating to learn Tech 3.0 today, ultimately determines how much one would gain from it or avoid being taken advantage of by it.

What does the current market volatility reflect? Our Asia ex-Japan CIO for Core Investment, Ecaterina Bigos, shared her views in a CNBC interview. 👉 The significant market sell-off was driven by a confluence of factors: unmet expectations on returns from Artificial Intelligence spending, concerns over lagged effects from tight monetary policy in the US, along with growing concerns over a more aggressive policy normalization in Japan. 👉Volatility is expected, with the data pipeline over the next few weeks closely watched for confirmation of positive interaction between monetary policy and growth. 👉 With market performance increasingly dependent on growth, assets supported by secular shifts and strategic initiatives are expected to stay resilient. More insights on current market: https://bit.ly/4cts7Qz Chris Iggo

Ding Rui, CICC's Head of Japan Research of Global Research, offers a comprehensive overview of Japan's economic outlook. In this insightful presentation, Ding Rui gives an in-depth analysis of the current economic conditions in Japan, explores the monetary policy of the Bank of Japan, and examines the performance of the Japanese stock market and yen exchange rates. We invite you to watch the video to gain valuable insights into the latest trends and developments shaping Japan's economic landscape. #CICCInsights 

Weekly Thoughts - #AI #Economy #Technology - 11/17/2024: 1. Short-term Economic Stimulus: The government is boosting market confidence through measures like easing capital market interventions, injecting funds, and resolving local debt issues. It's expected that a "small spring" in the capital market may occur in the next two years. However, this short-term boost does not address the underlying structural risks in long-term economic growth. 2. Long-term Structural Challenges: The fiscal difficulties of local governments have not been fundamentally resolved. Historical evidence suggests that the effectiveness of large-scale stimulus policies remains uncertain and may only provide short-term relief. Ongoing fiscal pressures could also hinder the development of private enterprises, limiting long-term economic growth potential. 3. Increasing External Risks: Due to tariffs imposed by Trump and ongoing U.S.-China trade conflicts, the traditional paths for Chinese companies to expand internationally, particularly into the U.S. market, have become more restricted, with higher barriers to entry. 4. Risks as Opportunities: The current economic environment offers a window of opportunity for Chinese companies to invest overseas. As Europe recalibrates its relationship with the U.S., there is potential for deeper economic cooperation with China. By strategically allocating global capital, Chinese enterprises can mitigate geopolitical and economic risks while exploring new avenues for growth.