Emerging Asia Will Go Through a Soft Patch: Credit Suisse

The video discusses the current state of Chinese equities and emerging Asian markets, highlighting challenges such as US bond yields and China's economic recovery. It explores the impact of the global chip shortage on Korea and Taiwan, and the potential beneficiaries of the US recovery, including auto exporters and technology stocks. The video also examines the outlook for Philippine equities and the Greater China market downturn, emphasizing structural growth and market potential despite current challenges.

What is one of the main challenges facing emerging Asian markets according to the video?

• Rising US bond yields

• Decreasing oil prices

• Increasing inflation in Europe

• Falling commodity prices

Why is Japan considered a potential safe haven in the current economic climate?

• High unemployment rates

• Decreasing export demands

• Strong dollar and rising interest rates

• Low inflation rates

What is the impact of the global chip shortage on Korea and Taiwan?

• It causes a decline in technology exports

• It negatively affects their economies

• It favors their markets, especially memory stocks

• It leads to increased unemployment

Which sector is expected to benefit the most from a US economic recovery?

• Healthcare

• Auto exporters

• Real estate

• Agriculture

Why is Singapore considered an overlooked market?

• It has a declining technology sector

• It tends to perform well when US interest rates rise

• It is heavily weighted by investors

• It has low export exposure to the US

What is the current outlook for Philippine equities?

• They face challenges due to the pandemic

• They are experiencing rapid growth

• They are expected to recover quickly

• They are unaffected by global trends

What is the medium-term outlook for Greater China markets?

• Strong prospects despite current challenges

• Immediate recovery anticipated

• Significant downside expected

• Continued decline in the long term