Asian Equities a Screaming Buy for Investors, Says Daiwa Capital's Kitney

The transcript discusses the current state of equity markets, highlighting the potential for long-term investments despite short-term challenges. It examines market valuations, particularly in Asia, and suggests that while markets are cheap, they could become cheaper. The discussion shifts to investment strategies, emphasizing growth over value investing, and the importance of dividend growth. The focus then moves to China, analyzing sectors like tech and consumer goods, and identifying investment opportunities in consumer and financial sectors, considering the impact of trade wars and regulatory changes.

What is the current valuation of the equity markets in the region excluding Japan, according to Morgan Stanley?

• 12.2 times

• 8 times

• 10% cheaper

• 11 times

Which investment strategy has dominated globally over the past five years?

• Dividend yield investing

• Growth investing

• Bond proxy investing

• Deep value investing

What is the main risk associated with high dividend yield stocks?

• They are highly volatile

• They are not tax-efficient

• They offer low returns

• They may be bond proxy traps

Which sector in China is considered the most stable amidst trade wars and regulatory uncertainties?

• Financial sector

• Technology

• Pharmaceuticals

• Consumer sector

Which Chinese city is highlighted as a promising investment opportunity due to its premiumization play?

• Shenzhen

• Beijing

• Guangzhou

• Shanghai