V Questions with Joyce Poon

Featuring Joyce Poon

Asia Research Director for GaveKal Dragonomics, Joyce Poon, answers Real Vision’s V Questions

Published on
10 September, 2014
Topic
Asia, Global Outlook
Duration
11 minutes
Asset class
Bonds/Rates/Credit
Rating
21

Comments

  • TP

    Ting P.

    19 10 2015 14:14

    0       0

    My take-away: Asia equity markets are mostly driven by momentum vis-a-vis developed market equity markets due to the lack of value-based investment funds.

  • MG

    Malcolm G.

    6 10 2014 15:35

    0       0

    I too disagree with China being the best 10 year investment. I would go with SS Africa followed by India, then maybe China

  • MG

    Malcolm G.

    6 10 2014 15:34

    1       0

    Joyce has a very idea of where the world stands. I love her answers to the biggest lesson she has learned and also to the biggest risk.

  • TJ

    Tay J.

    25 9 2014 16:45

    3       0

    It is refreshing to hear someone actually pause and think before speaking. How rare is that?!

  • GC

    Gary C.

    20 9 2014 15:04

    5       0

    Her description of the asian angst as they watch tidal currency flows disrupt personal and regional asset valuations was powerful.

  • WW

    Worth W.

    17 9 2014 06:22

    2       0

    Joyce is absolutely brilliant. Intimately understands the carry trade & global business cycle. Spot on about Japan, but we disagree on China

  • SR

    Sam R.

    16 9 2014 10:30

    0       2

    Hard time understanding her due to the way she speeds up in the middle of her sentences. Not sure what can be done. Better microphone?