Zuhair Khan

Abhishek Vishnoi, a Senior Reporter for Asia Equities at Bloomberg, analyzes the modest gains in Asian markets and the factors boosting Japanese stocks, including yen weakness and a potential snap election. Zuhair Khan, a Senior Portfolio Manager at UBP, discusses the implications of inflation on Japan's economy and how governance reforms could unlock further market upside. They also touch on the undervaluation of the yen and investor flows, alongside cautionary notes on certain sectors that may be overvalued.