Eastspring Investments Is 'Overweight' Singapore, Thailand

The video discusses market expectations and selectivity in Asian equities compared to the US market. It highlights the performance of various Asian markets, including the Philippines, Singapore, Thailand, China, and India, and the investment strategies employed. The discussion includes profit-taking in markets like Australia and Singapore, and the opportunities in trade finance. The video also explores value in the Chinese market, focusing on the consumer segment, auto sector, and Chinese banks, despite the economic slowdown.

What specific markets does the speaker prefer over the Philippines?

What opportunities are being sought in the Chinese market despite the economic slowdown?