North Asia Favored, 'Careful' About Indonesia, Philippines, India, Duhra Says

The video discusses macroeconomic indicators and their impact on Asian markets, particularly North Asia. It highlights the importance of foreign exchange reserves, PMI, and CDS spreads over GDP numbers. North Asia, especially China and Korea, is seen as stable due to political and economic factors, with strong dividend growth. Caution is advised for markets like Indonesia and India due to currency weakness and political uncertainty. The video also contrasts emerging markets with developed ones, noting challenges like inflation and central bank responses.

What concerns does the speaker express regarding Indonesia and India?

How does the speaker view the divergence between Asian and non-Asian emerging markets?