China Has Attractive Opportunities, Says Abrdn’s Thom

The video discusses the current profit revision downturn and short-term earnings pressure in Asia, highlighting input cost challenges. Despite these, Asia's earnings growth is expected to be healthy. Investment opportunities in China are explored, noting the need for a stock-specific approach due to policy headwinds. India and Southeast Asia are identified as emerging markets with promising growth. Japan's economic outlook is more cautious due to its linkages with China. The video also covers the electric vehicle sector, focusing on supply chain opportunities in China and Korea.

What is the expected earnings growth for Asia this year?

• 10%

• 30%

• 20%

• 40%

Which country is highlighted as having decoupled economically from China?

• Japan

• India

• South Korea

• Vietnam

What is the main reason for a cautious approach towards Japan's economy?

• Lack of technological advancement

• Economic linkages with China

• Political instability

• High inflation rates

In which sector is the investment focus primarily indirect, according to the discussion?

• Agriculture

• Pharmaceuticals

• Real estate

• Electric vehicles

Which country is leading the electric vehicle revolution in terms of volumes and growth?

• Japan

• India

• China

• Germany