Asia a Better Situation Based on Valuations: Robeco's Crabb

The transcript discusses the current economic landscape, focusing on inflation, the Fed's approach, and potential recession risks. It highlights the impact of these factors on equities, particularly in Asia, where valuations are lower and reopening from COVID is at an earlier stage. The discussion also covers Japan's economic outlook, the yen's weakening, and its effects on exporters. Opportunities in Asia, especially in Indonesia and Vietnam, are explored, emphasizing domestic consumption and industry winners like telcos and sustainable tech companies in Japan.

What are the potential risks associated with the current yield curve flattening?

How does the situation in Asia differ from that in developed markets regarding economic recovery?

What industries are expected to perform well in the coming months according to the discussion?