Eastspring Remains 'Overweight' China, Likes Japan

The video discusses market confidence, potential stimulus, and a shift from infrastructure to consumption focus. It highlights expectations for earnings recovery in tech giants, particularly in the second and third quarters. The analysis covers domestic consumption trends in China and investment opportunities in Asia, emphasizing China and Japan as attractive markets despite rising interest rates.

What is the current focus in the market outlook according to the first section?

• Infrastructure development

• Real estate investment

• Domestic consumption and tech self-reliance

• International trade

Which sectors are expected to see growth in the first section?

• Energy and utilities

• Consumer discretionary and healthcare

• Automotive and aerospace

• Telecommunications and media

When are the big tech companies expected to show stronger growth according to the second section?

• Throughout the year

• Fourth quarter

• Second and third quarters

• First quarter

What is a key factor for sustaining growth trends in the second section?

• Sustainable domestic consumption

• Increased government spending

• Global economic recovery

• Higher interest rates

What makes Japan an attractive investment opportunity according to the third section?

• Strong currency

• Favorable valuation and monetary policy

• Large population

• High inflation rates