Nomura on APAC ex-Japan Strategy

The transcript discusses the current rally in global stocks, driven by themes like disinflation and AI, while addressing the slowdown in China. It highlights opportunities in China's cyclical and green energy sectors, and analyzes the benefits for Korea and Taiwan markets. The discussion also covers India's neutral market position and potential for increased exposure. The outlook for Asian earnings suggests a recovery, with a focus on chip stocks, while considering potential risks from a US slowdown.

What are the three themes mentioned that are helping stocks?

How does the speaker view the potential for a recession in the US?

What is the speaker's perspective on the Chinese market and its current valuation?

What factors contribute to Korea being a potential beneficiary in the market?

What is the speaker's stance on investing in India at this point?

What are the expectations for Asian earnings in the second half of the year?

What risks does the speaker foresee for Asian stocks in the future?