Credit Suisse Dan Fineman: Underweight on China

What is the main reason for China's lag in economic growth compared to other Asian countries?

• China's economy is still in a worrisome state.

• China experienced its rapid recovery earlier than other countries.

• China has higher vaccination rates.

• China's GDP has not normalized yet.

What is a significant challenge for the Southeast Asian markets in achieving economic recovery?

• High foreign weightings

• Strong current accounts

• Rapid vaccination rollout

• Low vaccination rates

Which country is highlighted for potential upgrades due to cheap valuations and strong recovery prospects?

• Japan

• Singapore

• Malaysia

• Vietnam

How are emerging market economies in Asia positioned compared to 2013 regarding monetary policy changes?

• They are in a weaker position.

• They have stronger current accounts and cheaper valuations.

• They have higher foreign weightings.

• They are unaffected by Fed policies.

What advantage does the Indian banking sector have over others in the region?

• Stronger foreign investments

• Lower credit costs

• Better structural growth and early credit issue resolution

• Higher loan loss provisions