When Markets Sell-Off, It’s Time to Go Shopping: Eastspring’s Lien

The video discusses investment opportunities in Chinese equities, emphasizing a careful approach to market entry during periods of indiscriminate sell-offs. It highlights the importance of contrarian investing, focusing on quality stocks that are undervalued. The discussion also covers market dynamics in emerging markets, particularly in Asia, and identifies essential goods as a promising investment area due to their long-term resilience. The video concludes with a focus on the potential for recovery in these sectors despite short-term market weaknesses.

What factors are being considered by the fund manager when looking at investment opportunities in the market?

How does the fund manager view the current market correction?

In what way does the fund manager describe their investment strategy in relation to market sentiment?

What is the fund manager's approach to investing during market downturns?

What types of products does the fund manager believe will remain in demand regardless of market conditions?