Relative Stock Valuations Are Still Attractive, Value Partners Says

The video discusses the current market environment, focusing on the recovery in Asian markets, particularly China. It highlights the impact of low interest rates and liquidity on market valuations and investment strategies. The discussion also covers political risks, such as US-China tensions and the US election, and their potential market impact. The video explores sector rotation from tech to value stocks, driven by inflation expectations. Finally, it addresses earnings revisions and the flow of capital to emerging markets, emphasizing Asia's faster recovery and the weakening US dollar.

How does Kelly Chung view the relationship between liquidity and market stability?

In what ways does Kelly Chung believe inflation will impact the market in the coming years?

What is the significance of earnings revisions in the context of the Asian market?