Mark Hibbs, MD & Portfolio Manager, Gen2 Partners & David Cook, Associate Professor of Economics, Hong Kong University of Science and Technology discuss the Japanese economy's road to revival as the country approaches an election due on December 16. Cook explains why it is the inefficiency of Japan's business sector, not monetary policy, that is plaguing Japan. Hibbs says that potential leader Shinzo Abe gives some hope to market participants who may be pessimistic about the current governor's policy implementations.
Sara Jordan, Assistant Professor, University of Hong Kong and David Smith, Lecturer, University of Sydney discuss the presidential candidates' positions as they approach the November elections. Smith says that Obama is the current favorite while Jordan she says that polls are irrelevant indicators at this point of the campaign. They explain why.
Jake Saunders, VP for Forecasting, ABI Research and Steve Vickers, CEO, Steve Vickers & Associates discuss the U.S. lawmakers' case against Huawei and ZTE. Saunders says that there hasn't been substance behind the accusations. Vickers agrees, saying that the U.S. report was not the best book to get the full document.