Don’t Be Too Negative on Asian Equities: HSBC’s Van Der Linde

The video discusses the current market challenges, including supply chain issues and energy crises, particularly in Asia. It highlights the impact of central bank policies on market positioning, with a focus on China and India. The discussion explores markets less exposed to China and potential investment opportunities. It also delves into strategies for investing in China, emphasizing the need to look beyond large-cap stocks and explore sectors with growth potential.

What opportunities exist in markets less exposed to the Chinese economy?

What sectors in China might still offer value despite recent sell-offs?

How should investors approach the Chinese market given the current uncertainties?