Singapore, Taiwan Stocks' Dividend Yields 'Attractive':AIA Investment

The transcript discusses the impact of market uncertainty on decision-making and corporate actions, highlighting the risks associated with the US-China trade deal. It covers Shanghai's financial liberalization efforts, market fundamentals, and earnings outlook. The discussion also includes investment strategies focusing on yields and balance sheets, with insights into Taiwan and Korea's market trends.

Which sectors are mentioned as likely to see weaker earnings outlook?

What factors are contributing to the demand for companies with higher quality balance sheets?

What is the current trend regarding earnings revisions for Korea and Taiwan?