Credit Suisse's Camacho Sees Buying Opportunities in Asia Markets

The video discusses the differing reactions of the economy and markets to fundamentals, highlighting the strength of the real economy and the nervousness in market movements. It explores investor behavior, central bank interventions, and the impact of a strong US dollar. The discussion extends to the effects of US-China trade tensions on global economies, particularly in Southeast Asia, and concludes with insights into international cooperation in the Trump era.

How might the escalating trade war between the US and China impact Southeast Asia?

What internal factors could help large economies like the Philippines withstand external economic pressures?

In what ways are Japan and China learning to cooperate in the current global context?