BNP Paribas Asset Mgmt. Jessica Tea on Asian Equities

The video discusses the impact of the Fed's policies on global markets, particularly in Asia, highlighting the region's improved macroeconomic stability. It explores the divergence between developed markets and Asia, focusing on China's regulatory changes and economic opportunities. The discussion includes investment strategies, emphasizing stock-specific approaches and defensive investments, and highlights opportunities in Hong Kong financials and the energy sector.

What is one reason Asian countries are now better positioned to adjust their monetary policies?

• Stronger political alliances

• Higher inflation rates

• Increased foreign investments

• Improved macroeconomic stability

What is a key factor contributing to the divergence between developed and emerging markets?

• Increased global trade

• Rising oil prices

• Technological advancements

• China's property downturn

How is China's regulatory environment evolving according to the discussion?

• Focusing solely on the old economy

• Heading towards better clarity

• Becoming more restrictive

• Ignoring global growth objectives

What is emphasized as a more appropriate investment strategy in China?

• Stock-specific approach

• Index-based approach

• Commodity-focused approach

• Sector-specific approach

Which sector in Hong Kong is highlighted as having strong opportunities in a rising rate environment?

• Healthcare

• Financials

• Technology

• Consumer Goods

What type of names are being favored in the energy transition sector?

• Traditional energy companies

• Consumer-focused brands

• High-risk and volatile

• Defensive and positive beneficiaries

What is the focus of the EMT centric fund in terms of growth opportunities?

• Short-term gains

• Long-term growth

• Immediate returns

• Stable dividends