Audio is streamed directly from the publisher (traffic.omny.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
US markets have begun to lag parts of Asia, after outperforming on the back of mega cap tech and the AI trade in 2025.
We ask Rika Naito, Senior Portfolio Manager of the Global Growth Equity Team at Nomura Asset Management Tokyo, if this is the beginning of a trend and what are the investment themes we can adopt for the year.
Image Credit: Shutterstock.com
See omnystudio.com/listener for privacy information.