HSBC: 'Underweight' S. Korea, 'Overweight' Philippine Stocks

The video discusses the complex relationship between COVID-19 vaccine rollouts and market dynamics, focusing on bond yields and stock markets. It highlights market adjustments in South Korea and Malaysia, driven by foreign investment trends. The Chinese tech sector faces regulatory challenges, impacting profitability. The Delta variant affects growth in Asia, with varying impacts on markets like Indonesia and the Philippines, which benefit from lower bond yields despite COVID-19 risks.

How have COVID-19 vaccine rollouts impacted bond yields and stock markets?

What factors contributed to the decision to cut Korea to an underweight position?

In what ways are Chinese tech companies expected to compete in each other's markets?

What is the relationship between the Delta variant and the growth of companies in Asia?

How do the Philippines and Indonesia benefit from lower bond yields?