What Kind of Opportunities Can We Expect in Asian Markets in 2020?

The video discusses the tech sector's focus in Asia, highlighting the region's emphasis on hardware compared to the US. It explores market performance in 2019, noting North Asia's stronger tech exposure. The video predicts a narrowing performance gap between North and South Asia in 2020, with diverse opportunities emerging. It also addresses ongoing trade tensions, particularly between China and the US, and their impact on the tech sector. The potential for resolution between South Korea and Japan is discussed, with an optimistic outlook for 2020-2021.

What trends are anticipated in the Asian equity markets for 2020?

Discuss the implications of the semiconductor supply situation between South Korea and Japan.