Eastspring's Wong Sees EM Valuations 'Very Attractive'

The video discusses the impact of rising treasury yields on equities, focusing on earnings growth and market conditions. It highlights the exposure of corporate bonds to yield curves and potential market shocks. The video compares valuations in US and Asian markets, noting the effect of a weakening US dollar. It also analyzes the correlation between the US fiscal deficit and the dollar index, considering economic stimulus measures and COVID-19 impacts.

Discuss the potential impact of earnings growth assumptions for 2021 on the market.

What are the implications of the weakening US dollar for capital inflows in Asia?