Chinese Financial Stocks Favored, Eastspring's Wong Says

The video discusses investment opportunities in Asia, focusing on market valuations and the impact of geopolitical risks. It highlights the potential recovery in emerging markets if trade tensions ease and suggests focusing on domestic sectors in China due to currency fluctuations. The video also examines the performance of old economy stocks and earnings growth, despite challenges in the new economy sectors.

What is the current trading valuation of emerging markets according to the transcript?

• Exactly 12 times earnings

• Below 11 times earnings

• Around 10 times earnings

• Above 15 times earnings

Which sectors in China are suggested as potential investment opportunities due to a weakening renminbi?

• Technology and Pharmaceuticals

• Consumer and Banking

• Automotive and Energy

• Agriculture and Mining

What impact does a weakening renminbi have on airlines and material companies?

• It stabilizes their growth

• It negatively affects them

• It has no impact

• It boosts their performance

What is the expected earnings growth for the first half of 2018?

• 10%

• 25%

• 20%

• 15%

Despite trade tensions, what is the outlook for corporates in the second half of 2018?

• Uncertain

• Optimistic

• Neutral

• Pessimistic