China Tech Market Not Too Far From Bottom: Barings's Leung

The video discusses the impact of inflation on Asian markets, highlighting the potential risks and market reactions. It examines how different sectors are managing inflationary pressures, particularly in Asia and the US. The discussion shifts to China's economic measures, including targeted easing by the PBOC and the tech sector's performance. Finally, the video analyzes supply chain issues and their influence on inflation, suggesting a potential moderation in prices in the second half of the year.

What signs indicate that the broad market EPS is starting to trough?

How might supply chain improvements affect inflation pressures in the coming months?

What factors contribute to the expectation of price softness in the second half of the year?