Asian Stocks Are Quite Attractive Right Now, Invesco Says

The video discusses the attractiveness of Asian equities, considering COVID-19's impact and China's evolving pandemic policies. It explores strategies for hedging against uncertainties like geopolitical risks and inflation, emphasizing the importance of cash holdings and US dollar exposure. The discussion shifts to China's economic outlook, highlighting government support and credit impulse as key factors. Finally, the video examines the PBOC's monetary tools and their potential market impact.

Why are Asian equities considered attractive compared to the US?

• Due to higher inflation rates in Asia

• Due to lower interest rates in the US

• Because of stricter pandemic policies

• Because of better valuation and growth profile

What is a key concern for investors regarding China's COVID-19 strategy?

• The speed of vaccine distribution

• The effectiveness of vaccines

• The impact of mass testing and lockdowns

• The availability of medical supplies

What is a suggested alternative investment to hedge against uncertainties?

• Technology stocks

• Government bonds

• Commodities and real estate

• Cryptocurrencies

What is expected to help Chinese equities recover in the long term?

• Increased foreign investment

• Government support and fiscal stimulus

• Reduction in global trade barriers

• Improved relations with the US

How does the PBOC differ from the Fed in terms of monetary tools?

• The PBOC has fewer tools than the Fed

• The PBOC has more tools than the Fed

• The PBOC only uses interest rate adjustments

• The PBOC focuses solely on currency exchange rates