Evercore ISI’s Hyman: Asia to Be Where It’s at for the Next Decade

The video discusses the potential of investing in Asian markets amidst turmoil, with a focus on avoiding Hong Kong and considering US markets due to Fed easing. It explores using US multinationals as proxies for international investments, given the challenges in China. The impact of political situations on investments, particularly in Hong Kong, is also examined, highlighting the global nature of luxury sales.

What is the current focus of the speaker regarding investment opportunities?

• Investing in Hong Kong

• Focusing on the US market

• Buying international equities in Asia

• Investing in European markets

What is the speaker's view on the growth potential of Asia?

• Asia will remain stagnant

• Asia will decline in the next decade

• Asia is expected to grow significantly

• Asia will only grow if Europe does

Why might US multinationals be considered for international investment?

• They are not influenced by government policies

• They can act as proxies for international exposure

• They are unaffected by Asian market conditions

• They offer a direct investment in Asian companies

How does the speaker suggest dealing with the difficulty of investing in China?

• Invest in Chinese government bonds

• Focus on US companies with international exposure

• Avoid investing in Asia altogether

• Invest in small Asian startups

What is a major concern when investing in companies affected by geopolitical issues?

• The companies might be impacted by changes in consumer behavior

• The companies might face increased competition

• The companies might relocate their headquarters

• The companies might expand into new markets