Credit Suisse Expects 'Very Strong' EPS Growth in Asia

The video discusses market trends, focusing on the impact of vaccine rollouts and investor confidence. It highlights the potential for strong EPS growth in Asia, driven by economic recovery and low base effects. The discussion includes insights into Asia's real estate market, particularly Hong Kong, due to favorable conditions and low policy risk. Preferred investment sectors include technology, banking, and insurance, balancing growth and value. The video concludes with a focus on Korea's market strengths, emphasizing DRAM and memory sectors.

What is the market's general outlook regarding the vaccine rollout?

• Pessimistic due to potential delays

• Concerned about the efficacy of vaccines

• Optimistic due to strong vaccine candidates

• Neutral with no clear direction

Which sector in Asia is seeing a rotation of investments?

• Technology

• Cyclical sectors like banks and energy

• Healthcare

• Consumer goods

Why is Hong Kong's real estate market considered attractive?

• Limited liquidity in the market

• High short-term interest rates

• Strict government regulations

• Low policy risk and laissez-faire approach

What is the expected EPS growth in Asia for the next year?

• 5-10%

• 30-40%

• 50-60%

• 10-20%

What is the long-term outlook for EPS growth in Asia beyond the next year?

• Stagnation at current levels

• Unpredictable with no clear trend

• Decline due to market saturation

• Growth in the mid-teens

Which sectors are highlighted as having good investment potential?

• Utilities and communications

• Retail and hospitality

• Agriculture and mining

• Technology, banking, and insurance

Why is Korea considered a strong investment opportunity?

• High inflation rates

• Focus on traditional industries

• Strong cyclical exposure and cheap valuations

• Limited access to global markets