What does the path forward look like for the region's economic giants?

Hinzugefügt: 2026-06-04

[00:00:00]Okay, so we'll go country by country and you tell me the bear case and the bull case.

[00:00:04]Japan.

[00:00:05]>> Okay.

[00:00:08]Bear case, yen strength kills whatever economic growth there is, makes things too expensive for people, and the population decline accelerates.

[00:00:19]Bull case, new found immigration into Japan.

[00:00:23]Inflation allowing people allowing companies to raise prices creates a self-fulfilling economic growth cycle that allows Japan to come out of the doldrums, recover a little bit of its lost mojo and become cool again.

[00:00:37]>> Okay, cool.

[00:00:40]India.

[00:00:43]>> Enough in Bull case is enough infrastructure build out to really rival China and really win major major contracts. And maybe actually this is an interesting left field one. India and Philippines still have the world's largest call center >> Yes.

[00:00:57]>> call center populations, right? AI should be able to solve a lot a lot of that or improve a lot of that and uh that should be a growth opportunity.

[00:01:07]>> China.

[00:01:11]>> Just continued automation and managing their massive export surplus without offending partners, right? You can't ask Europe to be friends with you and given how much difficulty they have even with America while destroying Peugeot by sending 3 million BYDs into France. Right? So you need you need to If China were to say, "We're going to spend money on domestic consumption as well as hardware technological prowess." Massive boom.

[00:01:38]>> Yeah.

[00:01:39]>> If they only focus on the export side of the equation, they'll continue to be strong, but they'll continue to keep others down and investors will largely stay away, I think.