Daiwa Capital Markets' Asian Stock Picks for 2020

The video discusses key industry themes, focusing on consumer premiumisation in China, fintech, and healthcare. It highlights auto tech trends and asset reflation, particularly in the Philippines. The speaker also addresses potential surprises and risks for 2020, including political factors like a possible Trump victory and its market implications.

What are the five big themes highlighted in the Outlook report?

Which companies are mentioned in relation to consumer premiumization in China?

What is the significance of the Philippine asset reflation story mentioned?

What potential risks are associated with the stock picks discussed?

How might a Trump victory in November 2020 impact market expectations?