abrdn Sees Opportunities in China, India, Southeast Asia

The video discusses the impact of GDP numbers on market pricing, highlighting a disconnect between macro and micro levels. It explores investment opportunities in China, focusing on companies with strong earnings growth, particularly in the green economy. The potential for growth in Asia, including China, India, and ASEAN, is analyzed, noting the benefits of economic reopening. Expectations for the earnings season in Asia are discussed, with a focus on cost pressures and improving margins.

What is the main reason investors are advised not to focus too much on GDP numbers during lockdowns?

• GDP numbers are expected to be high.

• Investors should only focus on domestic activity.

• There is a disconnect between macro and micro levels.

• GDP numbers are always accurate.

Which sector is highlighted as having potential growth in China despite low GDP numbers?

• Automobile

• Real estate

• Green economy

• Technology

What is one reason for the strong growth observed in India?

• Increase in population

• Underinvestment in the last decade

• High investment in the past decade

• Decline in global markets

What is the current phase of earnings for Asian companies according to the video?

• Decline phase

• Recession phase

• Stabilization phase

• Growth phase

Why are margins looking better for Asian companies?

• Higher taxes

• Increase in raw material costs

• Lower demand

• Decrease in cost pressures