Eastspring Investments Favors Asian Stocks, REIT

The video discusses investment opportunities in Asian markets, particularly China, highlighting the potential in underperforming valuations and divergent monetary policies. It examines historical asset performance during stagflation, noting the success of small caps and value stocks. The performance of Asian REITs and high yield bonds is analyzed, showing positive returns in various economic cycles. The video contrasts tech and growth stocks with value stocks, emphasizing regional differences and the impact of inflation. Finally, it covers risk management and asset allocation strategies, advising caution amid economic uncertainties.

What are the implications of divergent monetary policies between China and the US?

What is the significance of stagflation in the context of investment strategies?