A policy mistake by Shinzo Abe's predecessor 10 years ago will make it difficult to implement the structural reform that the country needs, says Richard Koo of Nomura Research Institute.
Although Japanese equities rallied following Shinzo Abe's projected election win on Monday, the market has under performed because of a "lack of true reforms," Tuan Huynh of Deutsche Bank Wealth Management.
Robert Feldman, senior advisor, Morgan Stanley MUFG Securities, says it is crucial for markets to see what reform policies the new government will take after Japan's election.
Virginie Maisonneuve, CIO, Eastspring Investments says there are plenty of risks, but the synchronized global recovery is driving the markets.
Anne Anderson, Head of Fixed Income, Australia, UBS Asset Management, said efforts to diversify will keep flows in emerging markets even if the dollar appreciates.
Clemens Fuest, president, ifo Institute, says coalition government talks in Germany could lead to a government that would seek tax cuts for the middle class.
Grace Wu, senior director of financial institutions at Fitch Ratings, said second-tier banks in China are one corner to watch as the country attempts to curb credit growth and deleverage.
Xavier Desaulles, CEO, Club Med East and South Asia Pacific (ESAP), says the company retains its family focus for e new Club Med in Vietnam outside of Ho Chi Minh.
Alain Bokobza, head of Global Asset Allocation, Societe Generale, says as China moves to implement new policies in the next five-year plan there will be headwinds to growth.
Thomas Ingenlath, CEO, Polestar, says his firm has a subscription model for a hybrid electric car that takes the worry out of maintenance.
Ben Luk, Global Macro Strategist, State Street Global Markets, says President Xi's pledge on more access to China is welcome, but foreign access to equities remains limited for now.
Although Amazon is posing a bigger challenge, Netflix remains a "very strong bet" by creating original content with increasing efficiency and focus, says Rob Enderle of Enderle Group.
Johanna Chua, head, Asia Pacific Economic & Market Analysis, Citi says politics are they key variable for growth prospects globally with the U.S. pivotal on policies such as tax cuts.
Julian Evans-Pritchard, China economist, Capital Economics, said his shop turned bullish on the yuan in April and it "worked out well for us," but the question now is whether it can be sustained.
William Ma, Chief Investment Officer, Noah Holdings (Hong Kong), says he is watching U.S. Fed policy closely because the dollar is the biggest risk to the Asian equity run.
Christoph Rieger, head of Rates & Credit Research, Commerzbank, says the market reaction to the ECB's timeline for exiting stimulus showed relief.
Frank Lavin, CEO, Export Now , says he is waiting to see if China's Party Congress takes steps that could lead to stakes, or other methods, to get a line into top tech companies.
Eric Robertsen, head of Global Macro Strategy and FX Research, Standard Chartered Bank, says Middle East tensions involving Iraq and Iran and speculation over the Saudi Aramco IPO - make it hard to get a solid line on the oil markets.
President Donald Trump is likely to decertify the Iran deal and that could bring about uncertainty when it comes to sanctions, says Emily Hawthorne, analyst at Stratfor.
Samsung is expected to do well regardless of the performance of Apple's latest smartphone models, says Ray Wang, chairman of Constellation Research.