Asian Emerging-Market Stock Valuations 'Reasonable,' Cheng Says

The video discusses investment strategies focusing on Asian equities, emphasizing diversification into domestically oriented stocks due to trade frictions affecting sentiment. It advises avoiding tech stocks with high reliance on US trade. Despite trade tensions, emerging markets, particularly China, show strong earnings growth and reasonable valuations. The video suggests focusing on earnings fundamentals and domestic market opportunities to counteract trade-related challenges.

How does the speaker view the earnings growth in emerging Asia?

What is the suggested action for China to counter the negative forces of trade friction?