Nomura APAC Equity Strategist Chetan Seth on Fed, China

The video discusses the impact of tapering on Asian equities, highlighting that the negative effects are expected to be short-lived due to already low valuations and significant foreign outflows. It also covers the gradual process of tapering and potential rate hikes, with inflation expected to be temporary. The regulatory environment in China poses challenges, but there are opportunities in sectors with policy tailwinds. Investors are rotating towards other Asian markets like Korea, India, and Indonesia, with a cautious short-term outlook on China but a constructive medium-term view.

What are the three reasons mentioned for the belief that the negative impact on Asian equities will not be lasting?

How does foreign investor positioning affect markets like Korea and Taiwan according to the text?

What is the significance of the Fed's communication regarding tapering compared to 2013?

What is the general view on inflation as discussed in the text?

How do policy headwinds and tailwinds affect investment strategies in China?

What factors should investors consider when looking at Asian equities in the medium term?

What are the potential risks associated with investing in newly listed companies in emerging markets?