We Are Constructive on the Equity Market, Says DBS Group’s Hou

The video discusses market attractiveness, focusing on being overweight in US and Asia, particularly China, while underweighting Europe and Japan. It highlights the importance of equities due to low returns in cash and bonds, emphasizing thematic investment in secular trends. The bond market is analyzed, noting low returns despite interest rate cuts. The video concludes with investment strategies, advocating for engagement in equities and income assets like real estate trusts.

What are the primary regions that the speaker suggests to be overweight in terms of investment?

According to the speaker, what are the three asset classes that can absorb global savings?

What themes does the speaker identify as long-term irreversible trends?

How does the speaker describe the current state of the bond market?

What does the speaker suggest about the total return on bonds compared to equities?