Templeton: Korean Stocks' Long-Term Story 'Very Strong'

The video discusses the market recovery post-crisis, highlighting the performance of new economy sectors compared to the old economy. It emphasizes the need for a balanced investment approach as economic normalization progresses. The role of stimulus and liquidity in recovery is examined, with a focus on Asia's response. The video also explores supply chain dynamics in Korea and Taiwan, and the potential impact of further lockdowns in the US.

What role do you think stimulus measures play in economic recovery?

How does the liquidity picture in Asia compare to that in the West?

What are the potential long-term impacts of the current economic situation on tech hardware companies?