3 Things To Watch In Markets This Week + Investing In Asia with Jim Shannon of Indus Capital

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 17 June 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Guy Adami is flying solo this morning and bringing you three things he is watching this week in markets. Get a quick primer on what to look out for, from more S&P 500 price target upgrades to crucial manufacturing data set to release. After the break, Guy Adami and Kaitlin Malin, COO of iConnections, are joined by Jim Shannon, founding partner and CEO of Indus Capital, to discuss global market trends and investment strategies. Jim shares his extensive career background, from his time at Soros Fund Management to founding Indus Capital. The conversation covers the current state of the Japanese and Asian markets, focusing on Japan's corporate governance reforms and the influence of macroeconomic factors such as the yen and interest rates. Jim elaborates on Indus Capital's long-short equity approach, team structure, and regional focus. The discussion also touches on the geopolitical risks concerning China and Taiwan, the impact of upcoming U.S. elections on global markets, and emerging investment opportunities in countries like Korea and India. Learn More About Indus Capital: IndusCap.com Reach out to Jim: [email protected] Learn More about iConnections & Its Partnership with MFA Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at [email protected] with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We’re on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Transcript

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0:00.0	Welcome to the On the Tape podcast. It's G. Swizzle solo, which you've never gotten before,
0:07.3	and I'm not sure you're going to ever want to get again. But here I am. Dan's in Europe.
0:11.8	Elizabeth is starting her honeymoon. I'm not going to docks her or decks or whatever it's
0:16.3	called, but I believe she's going to Machu Picchu, which is pretty cool. But later on, and this is why you want to
0:23.0	stick around, Caitlin Malin and I, she's the C-O-O-O of I connections. We sat down with Jim Shannon,
0:30.5	the founding partner and CEO of Indus Capital, and he's going to break down all the things that
0:35.7	he's seeing in all things Asia.
0:38.2	We talked about Japan.
0:39.5	We talked about China.
0:40.5	I thought we had a really great conversation.
0:43.1	So you want to stick around for that.
0:45.2	But some of the things that I'm watching this week and weeks off to another great start.
0:49.8	First off, Evercore ISI, and that's Julian Emmanuel.
0:53.2	And Julian is a big friend of fast money.
0:56.3	He's a friend, obviously, of the On the Tape podcast.
0:59.0	He just raised his price target in the S&P 500 to 6,000, and he's one of the highest ones out there.
1:06.2	I mean, he had basically been a little conservative, I think.
1:10.1	That's a bit of an about face, but like many
1:12.8	people, he's sort of been browbeat, I guess, by the broader market into raising his price
1:18.0	target. And by the way, while we're at it, Goldman Sachs for the third time this year just raised
1:24.0	their price target again. And they said that 6,300 is possible in the S&P. And quite frankly,
1:31.7	again, given everything that's going on, why not everybody in the pool? But the things that I'm
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