Jay Speaks with the BTV Asia Daybreak Team

Following the BOJ’s shift on its YCC strategy, Jay discusses the potential for an equity bull market led by domestic investor allocations shifts from FI to equity. He also discusses his view that China’s reopening is a huge investment opportunity.

https://www.bloomberg.com/news/videos/2022-12-22/tpw-s-pelosky-on-global-markets?sref=ftskAWJe