Abrdn: Starting to Turn More Positive on Semiconductors

The transcript discusses the current state of the tech market in South Korea, focusing on companies like Samsung and SK Hynix. It highlights a positive outlook for the semiconductor sector due to production cuts and earnings adjustments. The broader tech space, including companies like Google, Microsoft, and Meta, is also examined, with a focus on their impact on the Asian supply chain. The economic outlook suggests potential recessions, affecting tech spending. The banking sector in Asia is considered healthy, with quality banks expected to withstand tightening credit conditions.

What are the expected impacts of a potential recession on tech spending?

How does the speaker assess the health of the banking sector across Asia?