Janus Henderson Sees Positive Returns for Asian Stocks Over Longer Period

The video discusses the attractive valuations of Asian equities, particularly in comparison to historical levels and developed markets. It highlights the importance of corporate earnings and the need for stabilization and upward revisions for a positive short-term outlook. The video also covers investment strategies, focusing on China, India, and Taiwan, and emphasizes Taiwan's role in the global technology supply chain. Despite trade tensions, the long-term growth potential in Asia remains strong due to favorable demographics and rising consumption levels.

What is the historical discount percentage at which Asia has traded compared to developed markets?

• 50%

• 40%

• 30%

• 20%

What factor has contributed to the reduced rate of earnings growth for dollar investors in Asia?

• Increased competition

• Rising interest rates

• Asian currency weakness

• High inflation rates

Which two countries are overweight in the discussed investment strategy?

• India and Taiwan

• China and Japan

• South Korea and Singapore

• Vietnam and Malaysia

Why is Taiwan considered a strategic investment despite challenges like weakening iPhone demand?

• Its strong local market

• Its role in the global technology supply chain

• Its low labor costs

• Its government subsidies

What is a key reason for the underweight position in China?

• Lack of technological advancement

• Valuation alone doesn't drive market performance

• Political instability

• High inflation rates