Eastspring Remains 'Overweight' China, Likes Japan

The video discusses market confidence, potential stimulus, and a shift from infrastructure to consumption focus. It highlights expectations for earnings recovery in tech giants, particularly in the second and third quarters. The analysis covers domestic consumption trends in China and investment opportunities in Asia, emphasizing China and Japan as attractive markets despite rising interest rates.

What indicators suggest a potential pickup in consumer spending and mobility?

What opportunities exist in the Japanese financial sector according to the discussion?