India 'Biggest Overweight,' South Korea 'Biggest Underweight': Daiwa Capital

The video discusses asset allocation strategies and market performances in various regions, focusing on India, Korea, and ASEAN countries. It highlights the impact of the trade war and supply chain shifts, particularly benefiting Vietnam. Taiwan's market position is analyzed, noting its IT sector and dividend yield advantages.

What are the implications of the trade war mentioned in the text?

What reasons are given for not being underweight in Taiwan?