OCBC Bank WM: Still Positive on Asia Ex-Japan Equities

The video discusses the impact of COVID-19 on Asian equity markets, highlighting investment opportunities despite market volatility. It addresses inflation trends, suggesting they are transitory due to economic recovery and supply bottlenecks. The discussion includes valuations of Asian equities, with a focus on Singapore, China, and Indonesia as promising markets. Singapore's economic outlook and potential monetary policy changes are also examined.

What is the speaker's opinion on the transitory nature of inflation?

Which markets does the speaker suggest are attractive for investment in Asia?

What is the significance of Singapore's economy in the context of the global recovery?