Japanese Valuations Look Attractive: Eastspring’s Wong

The video discusses the attractive valuations in Japan compared to Europe and the US, highlighting Japan's economic prospects and market catalysts. It explores investment opportunities in Asian emerging markets, noting their resilience despite COVID restrictions. The video also addresses FX vulnerabilities and the resilience of emerging markets in adapting to US dollar fluctuations.

What makes Japan's equity market more attractive compared to Europe and the US?

• Stronger currency

• Lower price-to-book ratio

• Higher price-to-book ratio

• Higher GDP growth

Which factor is contributing to the optimism in Japan's economic outlook?

• Leadership reshuffle and upcoming elections

• Increase in interest rates

• Decline in tourism

• Decrease in global oil prices

Which Asian countries are mentioned as having undervalued markets?

• China and India

• Malaysia and Indonesia

• Japan and South Korea

• Vietnam and Philippines

What is expected to boost cyclical stocks in Asian markets?

• Rise in commodity prices

• Decrease in foreign investments

• Reopening of economies

• Increase in global trade tariffs

How are emerging markets better positioned to handle FX vulnerabilities now?

• They rely less on exports

• They are more insulated and adaptable

• They have stronger currencies

• They have higher interest rates