Investors in Asia Need to Position if Inflation Peaks: HSBC

The video discusses the challenges faced by Asian equities due to rising interest rates, inflation, and geopolitical issues. It highlights the importance of understanding sector performance and positioning investments accordingly. The discussion also covers inflation trends, yield projections, and the impact of geopolitical events like the Ukraine situation. Additionally, the video explores structural shifts in Asia, identifying sectors and companies that could benefit from these changes, despite economic challenges such as lockdowns and supply chain disruptions.

What are some of the sectors and companies that could benefit from the structural shifts in Asia?

What challenges does the new growth model in China present according to the text?