abrdn; 'Underweight' Korea, Taiwan Stocks; 'Long' China

The video discusses the impact of policy divergence and capital outflows in Asia, highlighting vulnerabilities in export-driven economies like Korea and Taiwan. It explores China's economic outlook, noting potential growth due to easing lockdowns and low inflation. The potential for upside in China is examined, with a focus on low earnings expectations and macro fundamentals. The video also covers energy exposure in Asia, emphasizing its role as a hedge against inflation and geopolitics, with a focus on ASEAN countries.

In what ways are the equity markets in China expected to perform differently compared to broader markets?

What are the expected impacts of currency weakening on equity markets as discussed?