Asia Emerging Markets Favored, Particularly China Stocks: UBS WM

The video discusses investment strategies amid market volatility, focusing on emerging market equities, particularly in China, due to better earnings growth and valuation. It highlights the impact of the coronavirus on markets and the role of central banks in stabilizing economies. The discussion includes the potential recovery of Chinese equities and the importance of diversification and long-term strategies. It also explores the impact on sectors like tourism and the acceleration of online business models, emphasizing technological advancements in 5G, AI, and cloud computing as key investment areas.

What sectors and stocks does the speaker suggest avoiding during this crisis?

How is the adoption of online business models in China expected to change post-coronavirus?

What investment areas does the speaker find most interesting in China and broader Asia?