Asian Equities Have a Lot of Upside Attraction: Moe

The transcript discusses the current state of interest rates and their impact on stocks, with a focus on the Federal Reserve's potential actions. It also examines hedge fund positioning and the potential for market recovery. The outlook for Asian equity markets is explored, highlighting the need for policy reaffirmation in China, macroeconomic data, earnings growth, and geopolitical stability.

What is the expected EPS growth from China this year, and how does it compare to the consensus?

What are the two background conditions mentioned that could affect market performance?