Bank of Singapore's Malik Says 'Bullish' on China, Japan Stocks

The video discusses the current trends in the dollar market, highlighting its impact on various markets, including emerging market debt. It explores investment strategies, particularly in emerging markets, with a focus on high yield and Asian equities. The discussion also emphasizes the Chinese market, analyzing risks and opportunities, and the potential impact of changes in the MSA index on Chinese A shares.

What are the recommendations for defensive infrastructure plays?

What potential changes to the MSA index could affect the sentiment towards A shares?