Investors Should Be Very Selective in Asia, Says Eastspring’s Lien

The video discusses the impact of the coronavirus on financial markets, comparing it to the SARS outbreak in 2003. It highlights that while initial expectations were for significant market dislocations, these have not materialized as expected. Instead, the focus is on identifying durable businesses with good dividend yields. The video also examines sector-specific impacts, noting that energy and commodities have been hit hard, while healthcare sees upgrades. The consumer sector, particularly consumer staples, is identified as an area of interest for investment, despite its high valuation. The long-term market outlook remains robust.

What was the initial expectation of the market when the coronavirus news first broke?

• A significant market sell-off

• A stable market with no changes

• Immediate recovery and growth

• A long-term decline in all sectors

How did the market actually respond after the initial coronavirus news?

• It remained relatively stable with minor dislocations

• It sold off sharply as expected

• It showed immediate recovery and growth

• It experienced a long-term decline

Which type of businesses are being targeted for investment due to their potential for good dividend yields?

• Start-ups with high risk

• Durable businesses

• Tech companies with no profit

• Real estate firms

Which sector has seen upgrades in earnings forecasts during the coronavirus impact?

• Energy

• Healthcare

• Commodities

• Real Estate

What is the focus of investment in the consumer sector according to the transcript?

• Luxury goods

• Consumer staples

• Technology gadgets

• Automobiles