Where Are the Investment Opportunities in Asia?

The video discusses recent market trends, focusing on record highs in Wall Street and opportunities in Asia. It analyzes China's economic indicators, such as the Li Keqiang index and PPI, highlighting their impact on sectors like steel and cement. The discussion shifts to the banking sector, addressing shadow banking concerns and improvements in financials. The impact of protectionist policies, particularly under Trump, is examined, noting potential effects on global markets. Finally, the video explores how populism influences market dynamics, with a focus on spreading economic strength and investment opportunities in Asia.

What concerns are raised regarding shadow banking in China?

How might protectionist policies in the US impact global markets?

What potential effects could the wave of populism have on market dynamics?