Goldman Taking More Constructive View on Southeast Asia

The video discusses the challenges investors face due to slowing growth and rising rates, termed as 'growth rate jaws'. It highlights attractive market valuations, particularly in banks and commodities, and examines China's economic policies amidst COVID-19 and infrastructure spending. The video also covers Japan's economic situation, focusing on the yen's weakness and BOJ's policies. Finally, it explores emerging opportunities in ASEAN markets, driven by digital economy growth and favorable financial conditions.

How does the speaker view the potential for recovery in the Chinese market?

Evaluate responses using AI:

OFF

What is the significance of the earnings reports from Chinese companies this week?

Evaluate responses using AI:

OFF

What changes in perspective does the speaker mention regarding ASEAN markets?

Evaluate responses using AI:

OFF