Protectionism 'Ironically' Boosting Emerging Markets: Pacific Life's Gokhman

The video discusses the opportunities in Asian equity markets, highlighting the quick recovery due to effective government actions and compliance with social distancing. It emphasizes the resurgence of semiconductor and 5G demand, benefiting countries like China and South Korea. The rise of protectionism has ironically aided emerging markets by fostering intra-emerging market trade. Despite high valuations, Asian markets are seen as stable due to cautious stimulus measures and potential institutional investments.

What factors contributed to the quick rebound of Asian stocks?

How did the response to the coronavirus crisis in Asia differ from that in the rest of the world?

What role does semiconductor and 5G demand play in the recovery of Asian markets?

In what ways are emerging markets becoming more self-sufficient?

What are the implications of protectionism from developed market nations on emerging Asian equity markets?