We Are Long Vietnam, India & Asia Tech, Says Gopher Asset's Ma

The video discusses current investment strategies, focusing on increasing exposure while being sector and country-specific. It highlights opportunities in the Asia Pacific region, particularly in tech sectors in Taiwan, Korea, and Japan, and the complementary roles of Vietnam and India. The Japanese market's crowding in domestic consumption is analyzed, with a suggestion to focus on midcap investments. The video concludes with a positive outlook on equities and a bearish stance on fixed income and cash.

What are the implications of being 'crowded' in certain investment areas, according to the discussion?

How does the current sentiment towards large-cap stocks compare to mid-cap stocks?