BNP Paribas AM's Chen: Overweight Asia I.T., Communication Services

The video discusses the growth of tech stocks in emerging markets, focusing on regulatory concerns in China and their impact on tech companies. It also covers virus concerns in Asia, their economic impact, and how they affect market sentiment and stock performance. The video concludes with an exploration of investment opportunities in Chinese tech stocks, considering regulatory challenges and market conditions.

What has been the trend in the weightings of tech stocks in MSCI emerging markets?

• They have steadily grown.

• They have fluctuated unpredictably.

• They have remained stable.

• They have decreased significantly.

How have Asian economies generally managed the pandemic compared to the rest of the world?

• They have ignored the pandemic.

• They have managed it better through social distancing and border closures.

• They have relied solely on vaccination.

• They have struggled more than other regions.

What is a significant concern for investors regarding Chinese tech companies?

• Their high valuation.

• Their market dominance.

• Their lack of innovation.

• Their regulatory challenges.

What was the performance of Asian stocks in the first quarter of the year?

• They performed worse than their global peers.

• They remained unchanged.

• They performed better than their global peers.

• They experienced a significant drop.

What issue did Didi face with US regulators?

• They were praised for their compliance.

• They were asked to increase their market presence.

• They were advised to delay their listing but proceeded anyway.

• They were given a green light without any concerns.