HSBC Private Banking's Fan on Asian Market Outlook

The video discusses the current market drivers, focusing on the reopening of economies and its impact on economic indicators like China's PMI. It highlights the importance of a selective investment strategy in post-COVID-19 markets, emphasizing US and Asian equities, particularly in sectors like digital consumption and healthcare innovation. The video also explores opportunities in Asian markets, with a focus on China and South Korea, driven by policy stimulus and economic recovery. Finally, it examines the bond market trends and the potential of Asian credit markets to attract investments due to favorable conditions.

What structural growth trends are mentioned as being supported by the pandemic?

What role does policy stimulus play in the economic recovery according to the text?

How is the Asian credit market expected to perform in the current economic climate?