abrdn Sees Opportunities in China, India, Southeast Asia

The video discusses the impact of GDP numbers on market pricing, highlighting a disconnect between macro and micro levels. It explores investment opportunities in China, focusing on companies with strong earnings growth, particularly in the green economy. The potential for growth in Asia, including China, India, and ASEAN, is analyzed, noting the benefits of economic reopening. Expectations for the earnings season in Asia are discussed, with a focus on cost pressures and improving margins.

What is the current sentiment towards investing in China and Asia, and what factors influence this sentiment?

What trends are observed in the earnings season for Asian companies, and how do they affect market expectations?