Eastspring Investments' Lien on Asia Markets Outlook

The video discusses the impact of China's gaming regulations on the market, highlighting that only a small percentage of gaming revenue comes from minors. It also covers investment preferences in East Asia, focusing on Taiwan's semiconductor industry and Korea's diversified approach. The US stock market's sustainability is questioned due to economic concerns like the Delta variant and employment issues. The potential impact of regulatory changes and interest rate hikes on the market is also explored.

What are the structural drivers that Eastspring believes will stabilize the tech semiconductor market in Taiwan?

What concerns are raised about the sustainability of the current stock market rally?