abrdn's Woon on Markets and Strategies

The video discusses the investment landscape in Asia, focusing on emerging markets and the potential risks and opportunities. It highlights China's challenges due to lockdowns but also points out growth opportunities in sectors like financials and infrastructure. The importance of supply chain localization and green investments in China is emphasized. Additionally, Australia's market is seen as stable and defensive, offering opportunities in mining and banking sectors.

What are the potential risks of avoiding investment in Asia according to the text?

How does the inflation data in Asia compare to other parts of the world?

What are some of the sectors in China that are expected to benefit from potential stimulus?

What themes are expected to drive growth in China over the longer term?

Why is the Australian market considered defensive in the current environment?