Southeast Asian Stocks Favored, Invesco Says

The video discusses the comparison between emerging market (EM) value and growth stocks, highlighting the influence of a strong US dollar on Asian markets. It explores the potential of Southeast Asian stocks due to higher growth rates and cheaper valuations. The impact of China's 0 COVID policy on supply chains and tourism is examined, along with the attractiveness of Chinese equities amidst macroeconomic challenges. The video concludes with an analysis of the US dollar's role as a safe haven asset amid geopolitical uncertainties.

In what ways could the current valuation of Chinese equities present a buying opportunity?

What are the potential effects of the ongoing strength of the US dollar on global investment strategies?