Nipun Capital's Malik on Markets, Strategy

The video discusses strategies for stock selection in uncertain markets, focusing on sectors like telecom and industrials with strong dividend yields. It highlights opportunities in emerging markets, particularly in Southeast Asia, while being cautious about China. The healthcare sector in Southeast Asia is seen as promising due to COVID recovery. The correlation between earnings outlook and market sentiment is explored, identifying areas where market reactions may be overdone.

What opportunities exist in emerging markets despite the general avoidance by investors?

How does the earnings outlook in Asia correlate with investor sentiment?