Global markets have rebounded despite high tariffs and unresolved trade tensions whilst U.S. stocks continue to rally but look stretched at 20 times earnings. Meanwhile, Japan lags amid weak growth and yen volatility, while Hong Kong's Hang Seng leads gains, boosted by improved liquidity, policy support, and sectoral rotation into technology and financials. Sharing his insights and outlook is Brian Arcese, Portfolio Manager & Equity Analyst from Foord Asset Management.

Image Credits: Shutterstock.com

Produced by: Jake Lim

Presented by: Aisalli Ayub, Philip See, Wong Shou Ning

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Categories:  investments,  government,  international,  politics,  markets,  economy

Tags:  global markets,  tariffs,  trade tensions,  stocks,  us,  japan,  hong kong,  safe haven,