More Opportunities in EM, Asia in 2022: Eastspring's Wong

The video discusses the attractiveness of emerging markets (EM) in Asia, focusing on interest rates, current account balances, and valuations. It highlights the potential opportunities in 2022, especially in China, despite regulatory concerns. The video also examines commodity price actions and their impact on equity opportunities. Additionally, it explores the growing influence of ESG trends on markets, particularly in China, and the potential risks and opportunities associated with ESG-focused investments.

What factors make emerging markets in Asia attractive in 2022?

• Decreasing interest rates

• Better current account balances and compelling valuations

• High inflation rates

• Political instability

Why is it advised to be cautious about equity opportunities related to commodity prices?

• Because of speculative trades

• Due to high inflation rates

• Due to political instability

• Because of decreasing interest rates

What is the main focus when selecting stocks in 2022 according to the second section?

• High growth stocks

• Stocks that underperformed last year

• Stocks in the technology sector

• Stocks with high dividends

What is a potential risk of increased focus on ESG investments?

• Decreased market liquidity

• Higher inflation rates

• Increased political interference

• Dilution of opportunities due to similar alpha sources

How is the focus on ESG expected to change in China over the next few years?

• Decrease due to economic challenges

• Increase with more government and regulatory focus

• Remain the same

• Shift towards technology investments