Julius Baer: Hong Kong Stocks Favored Because of Cheapness

The video discusses investment opportunities in Singapore and Hong Kong, highlighting the potential in OCBC and Hong Kong stocks like HSBC. It also explores the growth potential in Chinese stocks, particularly in electric vehicles and renewable energy. The discussion extends to currency vulnerabilities in Asia, emphasizing the role of the Bank of Japan. Finally, it addresses the impact of geopolitical risks, such as the war in Ukraine, on global markets.

What vulnerabilities does the speaker identify across Asia?

How does the speaker characterize the geopolitical risks associated with the ongoing conflict in Ukraine?

What historical context does the speaker provide regarding wars and their impact on markets?