BNP Paribas AM's Chen: Overweight Asia I.T., Communication Services

The video discusses the growth of tech stocks in emerging markets, focusing on regulatory concerns in China and their impact on tech companies. It also covers virus concerns in Asia, their economic impact, and how they affect market sentiment and stock performance. The video concludes with an exploration of investment opportunities in Chinese tech stocks, considering regulatory challenges and market conditions.

In what ways have Asian economies managed the pandemic compared to the rest of the world?

What challenges do companies like Diddy face in the current regulatory environment?