John Vail, Nikko Asset Management’s chief global strategist, says Japan is pessimistic about their own economy, but the markets could be in a period of a "fresh new start." Prior to that, Torsten Slok, Deutsche Bank’s chief international economist, says the big thing to look out for from the ECB is an end date to QE. Finally, Lupin Rahman, PIMCO’s executive vice president of sovereign credit, says politics are a source of alpha within emerging markets.
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Running time 36:58