abrdn's Ong on Markets and Strategies

The video discusses the current state of emerging markets, focusing on China and Korea, and highlights potential opportunities and risks. It examines the impact of geopolitical tensions, Fed policies, and the Russia-Ukraine conflict on markets. The Australian market and currency are analyzed in the context of interest rate differentials and China's economic reopening. India's market is considered a safe haven amid the Adani crisis, with growth prospects supported by government stimulus.

What are the current opportunities in emerging markets for the new year?

How do geopolitical tensions between the US and China affect market sentiments?

What factors are contributing to the expected 20% upside in the HCI?

What are the key risks identified for the year regarding inflation and market reactions?

How is the Australian dollar expected to perform in relation to the China reopening story?

In what ways is India viewed in relation to the China trade and its market performance?

What is the expected impact of the Adani issue on the broader Indian market?