Hong Kong Protests Are Puzzling, Unnecessary: Tan

The video discusses the indirect economic impact of Hong Kong protests on investor sentiment, emphasizing patience and the need for careful decision-making by both the government and protesters. It highlights a preference for cash as an asset class in Asia, citing overpriced properties and stocks. The video also addresses European economic challenges, particularly in Italy, and the necessity for structural reforms beyond monetary policy. Finally, it identifies Hong Kong as a region poised for investment gains.

What asset classes does the speaker feel comfortable investing in at this point in time?

What major structural reforms does the speaker believe Europe needs to undertake?