Eastspring Investments' Lien: ASEAN Becoming More Interesting

The video discusses the current state of investment markets, focusing on the impact of COVID-19, the role of the Fed, and the potential risks in ESG investing. It compares the US market with emerging markets, highlighting the US's strong recovery and the opportunities in China. The video also explores real estate trends, emphasizing the recovery in retail and office spaces.

What is considered to have a more significant impact on markets than Fed hawkishness?

• Interest rate changes

• Raging COVID-19 and new variants

• Employment numbers

• Inflation rates

What is a potential risk associated with ESG investing?

• Decreasing quality of investments

• Limited market opportunities

• Overheating in certain sectors like EVs

• Lack of investor interest

Why is the US market still considered robust despite high valuations?

• Rising interest rates

• Strong consumer spending and company earnings

• Decreasing inflation concerns

• Limited global competition

What makes the US market a stronger recovery play compared to Europe?

• Stronger currency

• Lower inflation rates

• Larger stimulus and wealth effects

• Higher dividend yields

Which market is highlighted as having potential in tech and innovation?

• Latin America

• Southeast Asia

• Europe

• China

What is the current status of retail sales in Singapore and Hong Kong?

• At 90% or more of pre-COVID levels

• Below 50% of pre-COVID levels

• Unchanged from last year

• Declining steadily

What is a key factor for the retail recovery in Hong Kong?

• Reopening of the Hong Kong-China border

• Increased online shopping

• New retail technologies

• Government subsidies