Asian Equities a Screaming Buy for Investors, Says Daiwa Capital's Kitney

The transcript discusses the current state of equity markets, highlighting the potential for long-term investments despite short-term challenges. It examines market valuations, particularly in Asia, and suggests that while markets are cheap, they could become cheaper. The discussion shifts to investment strategies, emphasizing growth over value investing, and the importance of dividend growth. The focus then moves to China, analyzing sectors like tech and consumer goods, and identifying investment opportunities in consumer and financial sectors, considering the impact of trade wars and regulatory changes.

How does the speaker view the long-term investment potential in the equity markets?

What are the current challenges facing equity markets according to the speaker?

What factors does the speaker mention that could affect the performance of dividend yield stocks?

What is the speaker's perspective on the technology sector in relation to investment?

Which sectors does the speaker suggest could be promising for investment in China?