Asian Stocks' Valuation 'Quite Compelling,' Janus Henderson Says

The video discusses market volatility and defensive strategies, highlighting the benefits of financials in an Asian context. It explores the compelling valuations in Asia due to trade issues and the potential for positive returns in the long term. Key market calls focus on emerging markets, particularly India, which is seen as more isolated from trade wars. The video also examines investment opportunities in India and China, emphasizing structural growth sectors like travel and education.

How does the speaker view the financial sector in the context of defensive positioning?

What factors are mentioned as contributing to the attractiveness of valuations in Asia?

What does the speaker suggest is necessary for a rebound in markets beyond valuations?

What is the speaker's perspective on India's market in relation to trade wars?

What are the structural growth sectors mentioned in the context of China?