State Street Is 'Quite Bullish' on Asia, Evans Says

The video discusses the economic outlook for Asia, focusing on the impact of China's stimulus measures. It highlights the importance of China's economic policies on regional trade and growth, noting that recent stimulus efforts have been less impactful than in the past. The discussion covers potential growth acceleration in the second half of the year and the shift from infrastructure to consumption-driven growth. The video also examines the implications for commodity exporters and the broader economic environment.

What historical trend regarding infrastructure spending is mentioned in relation to China's economic impact?

What shift in focus is suggested for markets that were previously reliant on commodity exports?