Investment Strategy for Asia Should Be More Defensive: Tan

The video discusses key investment strategies in the context of inflation risks, focusing on stocks with competitive advantages and the ability to pass on rising costs. It highlights investment opportunities in Asia, particularly in sectors like China Internet and biotech. The video also examines the impact of divergent monetary policies between China and Western economies, predicting US growth and China's GDP trends. Finally, it addresses risks in Asian and emerging markets, emphasizing the importance of solid, defensive investments.

What are the potential risks associated with policy missteps in Asian and emerging markets?

How does the speaker suggest investors should approach the current market conditions?