Janus Henderson Sees Positive Returns for Asian Stocks Over Longer Period

The video discusses the attractive valuations of Asian equities, particularly in comparison to historical levels and developed markets. It highlights the importance of corporate earnings and the need for stabilization and upward revisions for a positive short-term outlook. The video also covers investment strategies, focusing on China, India, and Taiwan, and emphasizes Taiwan's role in the global technology supply chain. Despite trade tensions, the long-term growth potential in Asia remains strong due to favorable demographics and rising consumption levels.

What are the long-term growth factors mentioned for the Asian market?

Why does the speaker believe that being underweight in China and overweight in India and Taiwan is a reasonable strategy?