Show notes
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: JShannon@induscap.com
Learn More about iConnections & Its Partnership with MFA
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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.
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