How Asian Markets Are Reacting to Escalating Trade Tensions

The video discusses the limited direct economic impact of trade disputes but highlights potential secondary effects, such as delayed investments. It examines market reactions, noting complacency in US equity markets and sharper responses in Asian markets. The speaker advises clients to rebalance portfolios, taking advantage of low valuations in Asian markets and the depreciation of the Yuan, suggesting staggered investments in attractive sectors.

What is the current valuation status of Asian markets as mentioned in the text?

What long-term positions are considered attractive for investors according to the speaker?