Asia Is Home to 'Picks and Shovels' of AI Supply Chain, JPMorgan's Shen Says

The video discusses the outlook for US equities and Asian markets, emphasizing the need for diversification within Asian equities. It highlights the strong AI theme and its impact on the Asian supply chain, particularly in Japan, Korea, and Taiwan. The video also identifies ASEAN markets as undervalued with significant investment opportunities, especially in sectors like data centers and financial services.

Discuss the significance of Taiwan in the AI supply chain as mentioned in the text.

What are the economic fundamentals of ASEAN markets that indicate their improvement?