Nomura Is 'Constructive' in Asian Stocks Medium Term

The video discusses potential gains in Asian equities amidst global recession concerns. It highlights three key drivers for growth: China's recovery, the tech cycle bottoming out, and the end of the Fed's tightening cycle. The video also explores investment opportunities in China, Korea, and India, and considers ASEAN markets as a potential safe harbor in case of a US recession or escalating US-China tensions.

What are the three broad drivers that lead to a more constructive outlook on Asia stocks?

How does the ongoing recovery in China impact the Asian equity landscape?

What is the significance of the tech cycle in relation to Asian stocks?

What expectations does the speaker have regarding the Fed's tightening cycle and its effect on stocks?

In what ways could ASEAN markets serve as a safe harbor in the event of a US recession and escalating US-China tensions?