BNP Paribas Is 'Overweight' China, S. Korea, India, Thailand

The transcript discusses the impact of Moody's downgrade on the Hong Kong market, with a focus on the Hang Seng index. It explores market trends in Asia, particularly in China, India, Korea, and Thailand, and the effects of the Phase One trade deal on global trade. The discussion highlights the recovery in the tech sector, driven by AI demand and semiconductor growth, with a positive outlook for earnings growth in Korea and Taiwan.

What is the speaker's perspective on the Phase One trade deal and its implications?

What expectations does the speaker have regarding earnings growth for tech hardware suppliers?